Commercial Lending Portfolio Manager
Portfolio manager job in New Haven, CT
JCW is looking to hire a Portfolio Manager to join the Commercial Lending department of a growing Commercial Bank in the greater New Haven area. If you have banking experience and are looking for a route to becoming a Lender - please apply!
Requirements:
5 years of commercial banking experience is required
Proven Credit and Relationship Management skills
Thrives in a high-pressured environment and has the ability to work with tight deadlines
Proficiency with Abrigo is a plus
If this isn't the right fit but you are looking for Credit or Lending positions - drop a message to *******************************.
Finance Manager
Portfolio manager job in Dobbs Ferry, NY
Korn Ferry has partnered with a growing multi-specialty medical practice dedicated to delivering high-quality, patient-centered care across a variety of clinical disciplines. We are seeking an experienced and detail-oriented Finance Manager to join our leadership team and support the continued expansion and operational excellence of our organization.
Position Summary
The Finance Manager oversees the financial health, planning, and reporting of the practice. This role is responsible for budgeting, forecasting, revenue cycle analysis, financial compliance, and supporting strategic decision-making for a complex clinical environment. The ideal candidate has strong healthcare finance experience, understands multi-specialty operations, and is comfortable working in a hybrid (remote + on-site) capacity.
Key Responsibilities
Financial Planning & Analysis
Develop, manage, and monitor annual budgets, forecasts, and long-range financial plans.
Prepare monthly, quarterly, and annual financial statements and variance analyses.
Conduct financial modeling to support strategic initiatives, service line expansion, and capital investments.
Revenue Cycle & Operations
Partner with billing/coding teams to evaluate charge capture, reimbursement trends, denials, and AR performance.
Identify opportunities to optimize revenue cycle processes across specialties.
Monitor payer contracts and reimbursement changes impacting financial performance.
Accounting & Compliance
Oversee general ledger, month-end close, and reconciliation activities.
Ensure compliance with GAAP, federal and state healthcare regulations, and internal policies.
Coordinate with external auditors, tax preparers, and financial institutions.
Leadership & Collaboration
Provide financial insights to the executive team, physicians, and department leaders.
Support development of performance dashboards and KPIs across service lines.
Supervise finance staff and help build a culture of accuracy, accountability, and continuous improvement.
Technology & Reporting
Utilize EMR, practice management, and financial software to gather and analyze data.
Improve reporting systems to enhance transparency, efficiency, and operational decision-making.
Support implementation of new systems and tools as needed.
Qualifications
Required:
Bachelor's degree in Finance, Accounting, Business Administration, or related field.
5+ years of finance or accounting experience
Excellent analytical, communication, and problem-solving skills.
Work Environment & Schedule
Hybrid work arrangement: combination of on-site presence for meetings, audits, and operational oversight; remote days for analysis and reporting tasks.
Ability to work in a fast-paced, multi-disciplinary clinical environment.
Risk Manager - Loss Control Specialist
Portfolio manager job in Somers, NY
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. We are seeking a Risk Manager Loss Control Specialist to join our Commercial Lines team in Somers, NY! T his will start as in-office with the ability for hybrid.
This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
WHAT YOU'LL DO:
Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
Spend approximately 50-60% of the time outside with customers and new business opportunities.
Follow-up to address customer needs and resolve any problems or issues.
Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
Develop service plan and timeline for each client. Implement and monitor service plan.
Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing.
Aid CSR in negotiating best premium and coverage for customer.
Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner.
Document sales and prospecting information into the sales management database.
Encourage and motivate team members to achieve or exceed agency standards.
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
Promote teamwork and commitment to department/agency goals.
Participate in special projects as requested.
Remain current on industry trends and information, new product development, legislation, coverages and technology.
WHAT YOU'LL NEED:
Bachelor's Degree, or an equivalent combination of education and experience may be considered
5+ years' commercial insurance experience
Active Property & Casualty Brokers License.
Acceptable results of a Motor Vehicle Record and maintenance of minimum acceptable insurance coverages
Proficiency in Microsoft Office 365
Exceptional customer service and interpersonal skills
WHAT WE OFFER:
Base salary + incentive compensation structure
Unlimited earning potential
Excellent growth and advancement opportunities
Discretionary Time Off (DTO)
Generous benefits package: health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan
Target Pay
This position will have an annual pay range of $90 - 100k plus potential incentive
Pay Range
$90,000 - $100,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly
rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
The Power to Be Yourself
We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Middle Market Corporate Banking Portfolio Manager II
Portfolio manager job in Melville, NY
At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself.
Primary responsibilities include
+ Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention.
+ Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams.
+ Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio.
+ Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense.
+ Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities.
+ Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies.
+ Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly.
+ Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs.
Qualifications, Education, Certifications and/or Other Professional Credentials
+ Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships.
+ Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence.
+ Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures.
+ Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions.
+ Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters.
+ In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning.
+ Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework.
+ Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment.
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: M-F
Pay Transparency
The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Portfolio Manager
Portfolio manager job in New Canaan, CT
Requirements
Qualifications & Skills:
5 years of relevant C&I commercial banking experience
Must be proficient in Microsoft Suite with an emphasis on Excel, Word, PowerPoint • Proficiency with Abrigo is a plus • Extensive knowledge of credit products offered and regulatory requirements
Strong analytical skills in order to evaluate credit and financial issues
Able to contribute positively as part of a team
Ability to work effectively with a strong will to help others
Strong attention to detail and highly organized
Excellent written and verbal communication skills
Thrives in a high-pressured environment and has the ability to work with tight deadlines
Performs assigned tasks accurately and on a timely basis
Ability to recommend process improvements to enhance efficiency
Adheres to all applicable Policies and Procedures
Bachelor's degree preferred
This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties.
Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process.
All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment.
Salary Description $125,000 - $150,000
Loan Portfolio Manager
Portfolio manager job in White Plains, NY
The primary focus will be to support multiple lenders with management of their portfolios and other department related assigned functions. This will include site visits, collection of all required financial information, the preparation of short-term extensions, modifications and underwriting for new requests.
Essential Duties and Job Responsibilities:
* Review/approve all financial information request letters prior to mailing to customer to ensure request is accurate and timely.
* Manage financial information collection process.
* Manage site inspection process.
* Review/manage pending loan maturities 90 days prior to maturity date to ensure there are no administrative past dues and to eliminate last-minute extensions.
* Correspond with loan officer and customer to take inventory on financials and determine whether all information for expiring loans is collected. Then follow everything under bullet #4.
* Collect/review all required financial data prior to submission to Credit, pre-closing and post-closing.
* Spread all business returns, financial statements, personal tax returns, personal financial statements and rent rolls.
* Run all Lexis Nexis and Experian credit reports. UCC Searches. OFAC & DNBI.
* Complete all HMDA forms.
* Lender portion of loan presentations.
* File all documents, create new files all housed in Abrigo and remove staging docs
* Assist in managing Credit file documents to ensure all appropriate information is updated and maintained, such as credit memos, financials, correspondence, etc.., and all outdated information is removed.
* Identify/address credit weaknesses/deficiencies, including non-compliance with financial covenants and bring to attention of loan officer & credit
* Interfacing with loan review, regulators and/or auditor as required, including follow up on cited loans when requested
* Handle special projects as assigned.
* Assist Team Leader, Commercial Loan Officers as needed with client interaction, etc.
* Prepare adverse action letters for customers.
* Assist/mentor new portfolio management trainees as needed.
* Customer calls with assigned loan officers.
* Review of loan documents prepared in-house or by bank counsel to verify compliance with original credit approval.
* Cross train on other department functions to be able to provide support if needed.
* Perform all duties and projects as assigned by management.
EDUCATION, CERTIFICATION, EXPERIENCE:
Education
Required: Bachelor's Degree required in Accounting, Finance, Business, or Economics.
Preferred: MBA or equivalent a plus.
Experience
Required: Three (3) to five (5) years of experience working as a Commercial Loan Portfolio Manager
Preferred: 5 Years' Banking Experience preferre
KNOWLEDGE, SKILLS, ABILITIES:
Role-Based Competencies:
* Must be a self-starter with initiative.
* Exceptional customer service ability.
* Excellent verbal and written communication skills.
* Excellent problem-solving and analytical ability.
* Represent bank in professional and friendly manner.
* Must have strong interpersonal skills.
* Must be proficient in Microsoft Office software and be able to quickly master the Bank's operating system.
Leadership- This position requires someone with strong communication and leadership skills. Need the ability to maintain a positive demeanor, handle difficult situations and have an open mind. Needs to be able to handle change and pressure. Needs to coach, cross train and motivate employees. Needs the ability to assist customers and employees in a professional manner.
Confidentiality - This position requires a high level of confidentiality. This position has access to customers' financial information and personal information, employee records, and security and closing procedures.
Communication- This position has a high level of contact with the public and departments. This position also interacts with a large number of internal and external contacts. Must be able to communicate effectively with vendors as needed.
Multitasking/Sound Judgment- Needs the ability to multitask, quick and accurate decisions and be organized. Decisions need to be made in the best interest of the bank while mitigating any risk or loss. Must be able to handle various processes at the same time, i.e.: taking customer calls while processing daily work or working on projects.
Computer Skills/Technology- This position requires a high volume of computer usage, including core systems, vendor sites, new product testing, etc. Should be familiar with copier/scanner/shredder equipment.
WORK ENVIRONMENT:
* Flexibility to work additional hours including nights, weekends and holidays, as required.
* Typically, the noise level in the work environment is low to moderate.
* Will have high volume of interactions in person and over the telephone.
* Fast-paced environment.
* May experience occasional job stress in response to job demands.
* There are no significant hazardous conditions.
PHYSICAL DEMANDS:
* Frequently required to sit for prolonged periods of time.
* Frequently required to talk and hear.
* Normal range of vision and hearing abilities required.
* Mobility required greeting and assisting employees and visitors.
* Frequently required to skillfully operate a computer, telephone and other standard office equipment.
* Occasionally travel outside of work location to attend meetings and training programs.
* Occasionally lift and/or move up to 20 pounds.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee's knowledge, skill and ability as well as his/her mental and physical abilities.
Middle Market Corporate Banking Portfolio Manager II
Portfolio manager job in Melville, NY
At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself.
Primary responsibilities include
* Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention.
* Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams.
* Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio.
* Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense.
* Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities.
* Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies.
* Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly.
* Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs.
Qualifications, Education, Certifications and/or Other Professional Credentials
* Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships.
* Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence.
* Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures.
* Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions.
* Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters.
* In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning.
* Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework.
* Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment.
Hours & Work Schedule
* Hours per Week: 40
* Work Schedule: M-F
Pay Transparency
The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friend Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
Auto-ApplyPortfolio Manager I
Portfolio manager job in Hauppauge, NY
Apply Description
About Us:
Hanover Bank- When you love your work and the people you work with, careers are made!
Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth.
Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals.
When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts!
Job Summary:
Hanover Bank is looking for a full-time Portfolio Manager I to join our team. The Portfolio Manager I is responsible for maintaining and monitoring an existing commercial loan portfolio and working closely with the Director of Commercial Credit. The Portfolio Manager is expected to maintain close contact with their clients to identify opportunities to expand the business relationship, both in loans and the Bank's other products and services. They are also responsible for identifying and addressing potential credit risk.
Job Duties and Responsibilities:
Manage all aspects of the borrower relationship in assigned loan portfolio, including:
Monitoring compliance with loan covenants.
Assisting with loan reviews based on current financial information.
Proactively completing loan renewals and modifications.
Monitor maturities in the portfolio and ensure they are addressed appropriately.
Communicating with and visiting customers and updating the credit file with associated call reports.
Addressing customer inquiries or requests for additional financing and/or other bank products.
Processing loan advances.
Monitoring interest reserves and replenishment.
Monitoring borrowing base compliance.
Assisting with the processing of paydowns and payoffs.
Ensuring the timely payment collection and monitoring delinquencies.
Aid in the development of portfolio management processes and procedures.
Education and Experience
3+ experience in loan underwriting/commercial borrower relationship management/loan portfolio management and/or portfolio analytics.
Bachelor's degree in Finance/Accounting/Business Administration or related field preferred but not required.
Formal Credit training or commensurate training or experience.
Skills and Abilities
Excellent verbal and written communication skills.
Team player with the ability to adapt to changes, multi-task, and work in a fast-paced growing environment.
Knowledge of financial statement spreading and credit analysis
Technical skills including the use of the Microsoft Office Suite. Knowledge of Sageworks also preferred.
Strong negotiation skills.
Our Benefits:
Health & Wellness Benefits
· Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options)
· Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D)
· Company-paid Long-Term Disability Insurance
Voluntary Benefits
· Additional Life and AD&D Insurance for employee, spouse, and dependents
· Voluntary Short-Term Disability Insurance
· Pet Insurance
· Legal Services Plan
· Accident Insurance
· Hospital Indemnity Insurance
· Cancer Care Insurance
Retirement
· 401(k) Plan with Company Match
Time Off & Recognition
· Paid Personal Time Off (PTO)
· Paid Company Holidays
· Annual Performance Bonuses
· Annual Salary Increases
Employee Engagement
· Company-sponsored Events
· Employee Contests and Recognition Programs
Salary: $75,000 - $90,000
; placement within this range will vary based on experience and skill level.
Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Portfolio Manager
Portfolio manager job in Norwalk, CT
The Portfolio Manager is responsible managing a portfolio of commercial floorplan dealers and vendor partners across truck, trailer, construction, and specialty vehicle segments supporting the Inventory Finance portfolio of dealers located in the US and Canada. The Portfolio Manager will consistently deliver exceptional service levels while concurrently ensuring robust portfolio and risk control. The role is keenly focused on the areas of risk mitigation and collections, as well as acting as a front-facing representative of the company. The Portfolio Manager will lead coordination of the inventory inspection (floorplan audit) function and be the primary contact with the field auditors, including review and analysis of results and irregularities. The Portfolio Manager will spearhead the collection of all dealer accounts including principal, interest, curtailments, and maturities.
Commitment to Internal Control:
The incumbent must understand, abide, and uphold the system of internal controls related to the essential duties and responsibilities of the position.
Essential Duties and Responsibilities:
Provide exceptional customer service to dealer and manufacturer partners. Interface as necessary to resolve operational issues or concerns and provide support for various inquiries. Collaborate and effectively communicate with Mitsubishi staff members across USA and Canada as needed.
Interact with dealers & manufacturers via phone and email to handle all aspects of account management and customer service.
Act as the primary contact for the ongoing inventory inspection process performed by a given audit provider. Lead reconciliation of inspection results with dealers, identify areas of concern, and ensure the Wholesale system accurately reflects collateral status and that collection notes are up to date. Communicate with audit providers as necessary to address special requests and service-related concerns.
Lead collection activity and portfolio management with consistent operational cadence. Initiate contact with delinquent dealers with appropriate frequency to resolve issues and secure payments. Identify and escalate problematic situations as they arise, communicating frequently with the Funding & Operations Manager and the Risk Department.
Leverage the Wholesale system to fully document all dealer related activities, conversations, and correspondence in a timely manner.
Obtain and forward all necessary documents for requests to modify curtailments and maturities to the Credit team.
Collaborate closely with the Funding & Operations Manager to meet or exceed monthly portfolio KPI's and mitigate risk while identifying potential problems accounts.
Coordinate with Funding & Operations Manager on escalated and sensitive collection activity including demand and default notices, repossessions, and commencement of legal action if necessary.
Participate in company training as required and assist with training new members of the Inventory Finance team.
Serve as Lead contact on key Vendor / Portfolio program relationships.
Prepare designated reports on managed program and portfolio relationships.
Contribute to the creation of policy and procedures for the IF teams in the US and Canada.
Play an active role in streamlining and maximizing processes efficiencies, automating routine processes wherever possible.
Assist / back-up Manager on Portfolio Management duties as needed.
Perform other job duties as required.
Qualifications/Competencies
Abilities:
Desire to work within a team environment, positive attitude.
Highly organized, detail-oriented self-starter, ability to work productively with minimal supervision.
Excellent interpersonal and communication skills, both verbal and written
Strong analytical and problem-solving skills.
Flexible and willing to modify approach for evolving business needs.
Must understand the unique risks associated with Wholesale Inventory Finance
Customer centric mindset with focus on ease of doing business and swift execution.
Commitment to company values and policies.
Must be PC/Windows literate; knowledge of Microsoft Office (Word, Excel, PowerPoint, etc.) and Internet; able to learn customized software and programs utilized by Inventory Finance team.
Education and Experience:
Bachelor's degree or equivalent experience required.
Minimum 3-5 years in Inventory Finance Dealer Commercial Floorplan Collection or Portfolio Management experience
Experience reconciling Audit / Floorchecks and completing rental verifications with dealers and rental houses.
Experience working with dealers in the construction, agriculture, material handling and other industries a plus
Knowledge of various floorplan operating systems, valuation guides, reporting tools and credit / financial statement analysis a plus
Must have excellent customer service skills, self-motivational skills, self-confidence, and a positive attitude.
Licensing and Certification:
May be required for specific job assignments.
Working Hours:
A typical 8-hour workday, however, hours may vary and require evening work, and may require working overtime.
Tools and Equipment Used:
Personal computer, copier, fax, phone, and other typical office equipment.
Webcam or other video devices used for video calls, as necessary.
Travel:
Minimal, as needed for business needs.
Physical Demands:
Digital dexterity and hand/eye coordination in operation of office equipment.
Light lifting and carrying of supplies, files, etc.
Ability to speak to and hear customers and/or other employees via phone or in person.
Body motor skills sufficient to enable incumbent to move from one office location to another.
The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change.
The position is non-exempt and the salary will be between $70,000.00 and $97,000.00 with an opportunity to earn a discretionary annual bonus.
The salary range is determined and based on internal equity, market data/ranges, applicant's skills, prior relevant experience and education.
Additional benefits:
- Medical, Dental, and vision plans
- 401(k) and matching
- Paid Time Off
- Company Paid Life Insurance
- Employee Assistance Program
- Training and Development Opportunities
- Employee Discounts
Portfolio Manager
Portfolio manager job in Islandia, NY
Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 26 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With 209 existing properties, Lightstone's over $9 billion portfolio currently includes over 12 million square feet of industrial, life sciences, and commercial properties, over 30,000 residential units, and over 5,100 hotel keys. Lightstone's development portfolio includes over $3.5 billion currently under development in the residential and hospitality sectors spread across New York City, Los Angeles, and Miami.
OVERVIEW: The Portfolio Manager will oversee 3 NYC luxury rental properties, totaling over 1000 units as well as other NYC projects as necessary. The incumbent will be an integral part of the Company's leadership team and will be responsible for maximizing both the short-term profitability and long-term value of his/her portfolio ensuring that all portfolio properties are operated with maximum efficiency and excellence.
REPORTS TO: Vice President of Operations
ESSENTIAL FUNCTIONS: (including, but not limited to)
* Responsible for overseeing the operations of a portfolio of 3 properties comprised of 1000 plus units and serve as the "face" of the Company: serving as the key point of contact between building operations, operating partners, managing agent, vendors and company leadership/owners.
* Work closely with leasing team on leasing and maximize revenue through new lease/renewal gain as well as total income opportunities.
* Participate in introducing and successfully implementing creative concepts for the use, tenanting and marketing of Class A residential rental properties to enhance properties' overall value, marketability and profitability.
* Maximize investment returns: Assume responsibility to realize the highest possible market rents, minimize operating costs and work closely with operating partners to ensure financial goals and timelines are successfully achieved and all risks are appropriately mitigated.
* Oversee each property's operations and building management.
* Pursue and evaluate new methods to enhance property results and efficiencies through alternate service providers, new building systems, redistribution of staff responsibilities, etc.
* Build-out and management of internal and external teams: Build, grow and lead an internal leasing team.
* Oversee staff development and training.
* Establish market rents and oversee marketing budget.
* Oversee/negotiate lease renewals, establish renewal rates with a focus on maximizing revenues.
* Oversee onsite lifestyle managers who are responsible for oversite of the amenity spaces, and event planning and execution.
* Oversee on-site teams for each building as well as the various vendors and service providers to ensure consistent building performance.
* Provide timely and effective reporting of building performance.
* Ensure timely responsiveness to tenant issues and building a positive relationship with the tenant community. Developing and maintaining appropriate policies, procedures, and safety guidelines for each building. He or she will be responsible for developing operating budgets, evaluation of budget performance, managing maintenance and repair projects, and coordination / implementation of company-wide programs. He or she will be will accountable for the building's adherence to, proper tracking of, and compliance with, all relevant laws and regulations.
* Perform frequent site visits to other properties in the portfolio.
* Managing each individual property's adherence to key performance metrics; overseeing monthly budget reviews with a specific focus on total income and total operating expenses.
* Work with managing agent and on-site staff to oversee daily operations.
* Communicate proactively with residents to establish trustworthy relationships and help resolve any resident issues that may arise.
* Oversee capital work and coordinate with onsite staff, managing agent, and ownership as needed.
QUALIFICATIONS:
* 7 - 10 years relevant experience in luxury residential property management, leasing, and building operations.
* Bachelor's Degree in Finance, Real Estate or Business; advanced degree a plus.
Competencies:
* Thorough knowledge of building systems, property management software, operations and finance.
* Demonstrated knowledge of NYC building codes, laws and regulations, union requirements and disciplinary action procedures, 80/20 project requirements, 421A rent stabilization requirements, consistent compliance with the same, and successful experience in managing inspections and other relations with relevant municipal authorities.
* Able to work proactively, independently and as a strategic partner in a team environment and speak to an audience, including residents, staff, third-party management team, company leadership and ownership.
* Effective verbal and written communications skills and strong presentations skills.
* Highly-organized, detail-oriented, and able to multi-task effectively in a deadline driven environment while maintaining strict attention to detail.
* Able to thrive in an environment that is highly entrepreneurial, both strategic and creative, and which requires rapid learning, multitasking and prioritizing under tight deadlines.
* Demonstrated problem solving, decision making, and conflict resolution skills.
Physical/Environmental Requirements:
* While performing the duties of this job, the employee regularly works in an office environment in an open cubicle. Physical demands include lengthy periods of sitting, movement within the office environment and use of computer and phones. Communication demands include verbal and written communication in English. Work is typically performed in an office setting during normal business hours. However, depending on business requirements, evening and weekend work may be required.
* In addition, employee may be required to visit construction sites where the employee is exposed to moving mechanical parts; high precarious places; fumes or airborne particles; outside weather conditions and risk of electrical shock. The noise in these work environments is usually moderate to very loud.
Salary - $160 - $200k, plus bonus, offered salary commensurate with experience
Sr. Manager, Strategic Portfolio
Portfolio manager job in Stamford, CT
Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets.
**If you are a current associate of Primo Brands, please apply via Success Factors.**
The Primo Brands Marketing team is seeking a **Senior Manager, Marketing Growth Strategy** . This role will lead the development of critical projects that cross the company's brands. The focus is to lead brand portfolio projects to optimize and drive company growth. Projects include the coordination of monthly business reviews, annual brand planning, monthly department meetings and the coordination of portfolio partnership utilization. The role reports to the **Chief Marketing Officer** , and will be a key member of the Marketing Leadership Team.
Pay Range: $144,211 - $180,134.
This role is eligible for an annual bonus.
Location Stamford, CT
Responsibilities
**Key responsibilities for this position include but are not limited to:**
- Lead key department programs including annual commercial planning, monthly business reviews, department meetings and other key projects.
- Work with brand portfolio leads to coordinate strategic projects like multi brand launches or cross business unit media campaigns that have broad company impact ensuring alignment with the company's strategic objectives.
- Align with key stakeholders including, brand, sales, finance and supply chain to support the development of fully vetted annual plans.
- Facilitate collaboration and alignment across the organization on key projects. Understand key dependencies across departments and identify creative solutions.
- Continuously improve project management processes, tools, and methodologies to enhance efficiency and effectiveness
Qualifications
**Key qualifications include:**
- Bachelor's Degree required
- 3-5 years' experience in leading strategic insights and analytics teams preferably in consumer products. 3+ years of work experience as a Senior Manager or above.
- Strong project management skills required and must excel at managing cross-functional projects
- Strong commercial acumen and knowledge of working across key channels of trade of Food, Drug, Mass, Convenience, Club and E-Commerce
- Strong interpersonal and leadership skills. Ability to effectively interface and influence at all levels
- Ability to take initiative, develop and seek out creative and innovative ideas
Salary Range Disclaimer:
The salary range provided for this position is an approximation based on market research, internal compensation data and the candidate's qualifications and experience. Final salary offers are determined through a comprehensive evaluation of candidate qualifications and may vary depending on factors such as skills, experience, and geographic location of the position. Other components of the compensation package, including benefits and bonuses, will also be considered. We are committed to fair and equitable compensation practices, and we encourage open dialogue about compensation during the interview process.
Primo Brands' established portfolio includes billion-dollar brands Poland Spring and Pure Life , premium brands like Saratoga and Mountain Valley , regional leaders such as Arrowhead , Deer Park , Ice Mountain Ozarka , and Zephyrhills , purified brands, Primo Water and Sparkletts , and flavored and enhanced brands like Splash and AC+ION . Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come.
Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
Candidates must possess strong English language skills to effectively communicate with customers and provide exceptional service. Proficiency in English is essential for understanding customer needs, resolving inquiries, and collaborating with team members.
Senior Investment/Portfolio Analyst - Locust Valley, NY
Portfolio manager job in Locust Valley, NY
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Essential Duties and Responsibilities
• Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors.
• Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
• Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests.
• Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients.
• Collects and compiles fundamental research on related companies in response to client inquiries.
• May lead client meetings to identify client goals and tolerances.
• Develops and presents individualized client investment strategy
• Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
• Presents or responds to inquiries from Financial Advisors and/or clients to research and resolve issues.
• Creates presentations to clients and prospects under the direction of Financial Advisors.
• Prepares customized written industry and company specific reports upon request to clients.
• Develops financial models to forecast team revenue and income.
• Performs research and analytics used in Investment Strategy white papers for financial advisor or client use.
• Coordinates preparation of scheduled and ad hoc performance reports.
• Collaborates with internal and external product experts to insure proper due diligence of products.
• Develops and maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
• Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
• Interfaces effectively with all levels of staff in managing portfolios.
• Completes ad hoc projects and reports as assigned.
• Performs other duties and responsibilities as assigned.
Knowledge of
• Company's working structure, policies, mission, strategies and compliance guidelines.
• Advanced investment concepts, practices and procedures used in the securities industry.
• Client relations management tools.
• Financial services news and data resource tools.
• Investment management analytical tools.
• Financial planning software tools
Ability to
• Operate standard office equipment and using required software applications to produce
correspondence, reports, electronic communications, spreadsheets and databases.
• Prepare and deliver clear, effective and professional presentations.
• Identify the needs of customers through effective questioning and listening techniques.
• Identify relationships and draw logical conclusions and interpret results for use in decision making.
• Assist in the development of corporate financial projections and equity valuation metrics.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Continuously learn investment products, industry rules and regulations and financial planning software.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Keep all appropriate parties up-to-date on decisions, changes and other relevant information.
• Establish and maintain effective working relationships with others.
• Use mathematics sufficient to process account and transaction information.
• Self-motivate and work independently.
• Multi-task and work in a fast-paced, team-oriented environment.
• Be proactive and demonstrate readiness and ability to initiate action.
• Project positive, professional image both internally and with external business contacts.
• Implement changes to standard procedures when required by specific situations and circumstances.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Education/Previous Experience
• Bachelor's Degree in Finance, Accounting or Business and a minimum of three years of experience in the financial industry with an emphasis on conducting market research and
analysis.
• OR ~
• An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.
• Certified Financial Analyst preferred.
“Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $100,000.00 to $150,000.00 base salary.”
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$60,405.80-$150,000.00
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AM2
Auto-ApplyInvestor Relations Sr Analyst
Portfolio manager job in Harrison, NY
PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $91 billion in net revenue in 2024, driven by a complementary beverage and convenient foods portfolio that includes Lay's, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream. PepsiCo's product portfolio includes a wide range of enjoyable foods and beverages, including many iconic brands that generate more than $1 billion each in estimated annual retail sales.
Guiding PepsiCo is our vision to Be the Global Leader in Beverages and Convenient Foods by Winning with PepsiCo Positive (pep+). pep+ is our strategic end-to-end transformation that puts sustainability and human capital at the center of how we will create value and growth by operating within planetary boundaries and inspiring positive change for planet and people. For more information, visit ****************
The Finance Sr. Analyst, Investor Relations (IR), will support PepsiCo's global investor relations program. The individual will provide support for the quarterly earnings process, prepare management and investor presentations, and perform peer benchmarking/analysis. The role will report to the SVP of IR.
The function focuses on analyzing and communicating PepsiCo's long-term strategy and results to stakeholders while also managing the outreach process and feedback loop between senior management and stakeholders. The team also provides an external stakeholder point of view across functions within PepsiCo and continuously analyzes PepsiCo's financial performance versus its peer set.
This is a hybrid role based in our Purchase, NY office with a requirement to be in office a minimum of 3 days per week.
Responsibilities
* Support global peer data analysis and monitoring and internal/external presentation materials
* Analyze and maintain basic financial statistics on a peer group
* Support Weekly Investor recap and materials for senior management
* Support the quarterly earnings cycle - involves detailed quarterly analysis/briefing of financial results and cross-functional collaboration to ensure that earnings deliverables, such as the financial press release, conference calls and events, are met
* Support the preparation of total shareholder return and valuation analyses for PEP and peer group
* Construct internal/external presentation materials as determined by SVP of IR
Compensation and Benefits:
* The expected compensation range for this position is between $84,000 - $140,650.
* Location, confirmed job-related skills, experience, and education will be considered in setting actual starting salary. Your recruiter can share more about the specific salary range during the hiring process.
* Bonus based on performance and eligibility target payout is 8% of annual salary paid out annually.
* Paid time off subject to eligibility, including paid parental leave, vacation, sick, and bereavement.
* In addition to salary, PepsiCo offers a comprehensive benefits package to support our employees and their families, subject to elections and eligibility: Medical, Dental, Vision, Disability, Health, and Dependent Care Reimbursement Accounts, Employee Assistance Program (EAP), Insurance (Accident, Group Legal, Life), Defined Contribution Retirement Plan.
Qualifications
Minimum Qualifications:
* Bachelor's Degree required
* 2+ years professional finance experience
* Strong communication, writing and financial modelling skills with an ability to simplify/synthesize large amounts of data and detail
* This position is limited to persons with indefinite right to work in the United States
Preferred Qualifications:
* MBA preferred
* Experience in equity research, investment banking preferred
* CFA, CPA or Bloomberg knowledge is a plus
* High proficiency in Excel and PowerPoint preferred
* Excellent analytical skills and ability to translate analytical findings into actionable solutions and processes
* Results-oriented with ability to initiate and lead projects to completion
* Innovative thinker with a focus on continuous process improvement
* Ability to function effectively in a team environment and gain the cooperation of individuals across the organization
EEO Statement
Our Company will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act, and all other applicable laws, including but not limited to, San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance; and Chapter XVII, Article 9 of the Los Angeles Municipal Code, commonly referred to as the Fair Chance Initiative for Hiring Ordinance.
All qualified applicants will receive consideration for employment without regard to Age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
PepsiCo is an Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity
If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law & EEO is the Law Supplement documents. View PepsiCo EEO Policy.
Please view our Pay Transparency Statement
VP, Portfolio Credit Manager, Mattress Firm
Portfolio manager job in Stamford, CT
**Role Summary/Purpose:** As the Portfolio Credit Manager for the Mattress Firm portfolio-a strategic segment within the Home Network generating over $1.3 billion in annual credit sales-you will hold full ownership of credit management activities and drive P&L outcomes that support the company's financial objectives. You will lead credit and operational risk assessments, credit policy enforcement, delinquency and fraud mitigation, and portfolio monitoring. In addition, you will influence deal structuring, pricing strategy, and evaluation of new programs to optimize portfolio performance. This role serves as the primary credit liaison to the client and internal teams, requiring strong cross-functional collaboration and leadership in delivering business and functional initiatives.
**_Our Way of Working_**
**_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._**
**Essential Responsibilities:**
+ Own the partnership with the client to minimize risk exposure for both Synchrony and the retailer, while strategically growing the portfolio.
+ Collaborate effectively across functions to promote sustainable portfolio growth, enhance client satisfaction, and improve the customer experience within established risk guidelines.
+ Develop and deliver comprehensive presentations to clients and leadership that communicate credit performance and support data-driven decision making.
+ Champion innovative credit, fraud and authentication risk strategies by leveraging champion/challenger approaches to optimize portfolio performance
+ Provide credit oversight and expert input on deal renewals, new products, and pricing decisions, ensuring alignment with the company's risk appetite and portfolio objectives.
+ Set clear expectations and guidelines regarding risk tolerance and prudent portfolio growth to internal stakeholders.
+ Maintain a credible, constructive challenge to critical credit decisions and business processes to safeguard portfolio integrity.
+ Lead planning and coordination efforts with client teams to align business plans and strategic priorities.
+ Mentor and develop credit team members by imparting technical knowledge and fostering business acumen.
+ Undertake other responsibilities and special projects as required to support organizational goals.
**Qualifications/Requirements:**
+ Strong programming skills in SAS, R, or Python with extensive experience analyzing large data sets using advanced modeling & data mining techniques to generate strategic, actionable credit insights.
+ Demonstrated intellectual curiosity and a proactive approach to exploring complex credit risk challenges, continuously seeking innovative solutions and data-driven insights to enhance portfolio performance.
+ Proven leadership experience operating at a strategic level within cross-functional teams.
+ Bachelor's degree with 5+ years in a strategic analytical role, or alternatively, 9+ years of equivalent strategic analytical experience without a bachelor's degree.
+ Minimum of 5 years of leadership experience in portfolio management, emphasizing credit strategy, credit policy, and effective internal and external communications.
+ Demonstrated experience developing consumer credit risk strategies.
+ Excellent communication and presentation skills with the ability to engage and influence Synchrony senior leaders and client stakeholders.
+ **Ability and flexibility to travel for business as required**
**Grade/Level: 12**
The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
**Eligibility Requirements:**
+ You must be 18 years or older
+ You must have a high school diploma or equivalent
+ You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
+ You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
+ New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Our Commitment:**
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
**Reasonable Accommodation Notice:**
+ Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
+ If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
**Job Family Group:**
Credit
Investment Due Diligence Manager
Portfolio manager job in Holbrook, NY
Investment Due Diligence Manager | Advisory Services
Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We're proud of our history, stability and proven track record of success. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year* (Division III) wins by Investment Advisor magazine; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories**; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces by Newsday.
Sound like a company you'd like to join? American Portfolios (AP) has an immediate need for an investment due diligence manager working within the firm's advisory services area, American Portfolios Advisors, Inc. (APA). In this role, the individual will provide product due diligence for SMAs, mutual funds and third-party mutual fund wrap programs; generate research, create data and add in-depth product support; act as the subject matter expert on the separate account managers; and review and add investment options that keeps American Portfolios at the forefront of investment alternatives.
Responsibilities
Provide product due diligence for SMAs, mutual funds and third-party mutual fund wrap programs
Generate research, create data and add in-depth product support to all APA advisors and sales support teams for all advisory products
Act as the subject matter expert on the separate account managers in APA-managed account solutions
Verify performance for in-house investment strategies and liaise with GIPS consulting team
Review and add investment options that keeps American Portfolios at the forefront of investment alternatives
Remain current on and be able to benchmark each manager's performance
Structure portfolios using multiple managers for single client
Job Requirements
High-level understanding of asset allocation and portfolio construction
Excellent writing and communications skills
Ability to work independently and produce positive results with minimal direction
Capability to interact with all levels of staff and management
Proficiency with computer programs, including Microsoft Word and Excel, as well as PowerPoint
Education and Experience
Bachelor's degree with a concentration in economics or finance, or related work experience
FINRA Series 7, 63 and 65/66 licenses
Experience with mutual funds, mutual wrap programs and SMAs
Professional designation(s) of CFA, CIMA and/or CFP preferred
Limitations and Disclaimer
The above is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. American Portfolios provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at will” basis.
* Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.”
**
Wealthmanagement.com Industry Award finalists are selected by a panel of independent judges made up of subject matter experts in the industry.
Award is based on support provided to AP's affiliated people, and does not reflect public customers nor their account performance.
Auto-ApplyTax Senior / Manager / Senior Manager / Director Asset Management
Portfolio manager job in Stamford, CT
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting.
Key Responsibilities:
Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry
Review and prepare U.S. tax returns and forms including but not limited to:
Form 1065, Form 1120, Form 1120-F, Form 1040-NR
Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621
FATCA and CRS-related reporting
Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules
Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies
Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules
Advise on fund formation, investment structuring, and exit planning
Liaise with clients, legal counsel, auditors, and tax authorities as needed
Supervise and mentor junior staff, and manage project timelines and deliverables
Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore
Qualifications:
CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation
Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team
Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients
Strong technical knowledge of U.S. federal income tax and cross-border taxation matters
Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles
Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
Excellent interpersonal and project management skills
What the Role Offers:
Relocation support, including accommodation, transportation, and flights for the candidate and their family.
Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
Tax-free or low-tax jurisdiction employment
Exposure to top-tier global clients and complex international tax issues
Opportunity to live and work in premier financial hubs with high quality of life
Note:
We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
Investment Accounting Senior Analyst
Portfolio manager job in Wilton, CT
Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. AIG, Inc. ("AIG") offers a broad range of products to customers through a diversified, multichannel distribution network. Customers value AIG's strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business.
Corporate Finance - Investment Accounting
The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities. In addition, AIG's derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments.
The Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). AIG has multiple legal entities around the globe.
The team is also responsible for establishing the accounting for new transactions or new investment products, implementation of new GAAP and STAT accounting standards as it relates to invested assets, the implementation of new accounting systems as it relates to invested assets, and management of the risks, controls and AIG audit as it relates to investments and supporting Investment FP&A.
Responsibilities
* Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIG's invested assets data of certain international entities
* Support the preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A
* Assist with the implementation of process improvements and new systems, in coordination with other areas of the department/organization
* Point of contact and support for the various business unit and corporate controllers
* Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers
* Perform ad-hoc analytical requests
Requirements
* Bachelor's degree in accounting or finance
* 2 to 3 years' experience in accounting and reporting for investment products
* Understanding of investment products and accounting treatment for fixed maturity, equity, cash equivalent and alternative investments
* Working knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries
* Experience with foreign currency remeasurement and translation
* Strong analytical skills, including experience performing investment data analysis including commentary
* High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data and perform analysis
* Ability to work collaboratively with teams in multiple locations
* Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment
* Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the team's financial output
* High level of motivation and initiative, ability to work independently, including strong organizational skills
* Comfort level working within a dynamic and complex organizational structure
* Excellent interpersonal skills with ability to maintain relationships at all levels within the organization
* Strong written and verbal communication skills; ability to communicate effectively with staff, peers, and other external and internal audiences
* Computer proficiency with a strong working knowledge of Microsoft Office, database experience a plus
The base salary range for this position is $87,000-$109,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
Functional Area:
FA - Finance
AIG Employee Services, Inc.
Auto-ApplyAsset Manager I - Capital Projects
Portfolio manager job in Stamford, CT
Reports To: Asset Management
Department: Rippowam Corporation
FLSA Status: Exempt
Date Adopted: July 11, 2025
Revision Dates:
The Asset Manager is a key member of the Rippowam Corporation team supporting the real estate asset management function for a varied portfolio consisting of affordable housing, mixed-income and mixed-use properties with an emphasis on capital planning activities, strategic planning and long-term maintenance initiatives. The position ensures that the owned real estate portfolio operates at optimal performance and focuses on its long-term sustainability through improvements in capital project management, preventative maintenance, and resource planning. As part of this role, the Asset Manager collaborates with Finance, Operations, Development and Asset Management. Key insights and recommendations based upon onsite observations, commissioned studies, and third-party service providers are pivotal to ensuring successful collaboration.
Essential Duties and Responsibilities:
Strategic Planning & Capital Oversight
Collaborate with the Director of Asset Management to develop and implement property-level and portfolio wide strategic initiatives (e.g., cost containment, sustainability, energy efficiency).
Review, commission and implement property Capital Needs Assessments (CNAs) as necessary to maintain asset viability.
Evaluate and enhance maintenance policies and procedures to ensure cost-effective use of resources; identify areas for improvement and make recommendations.
Develop, maintain, and update annual and long-term preventative maintenance plans for the portfolio.
Create a collaborative, long-term capital improvement and operational plan for the portfolio.
Assist with the Implementation and monitoring of capital projects.
Track and monitor the unit turnover process and recommend process enhancements.
Project Management & Vendor Procurement
Provide technical assistance and collaboration with Finance, Development and Operations departments on capital and maintenance project initiation.
Assist with RFP development, scope of work preparation and contract drafting.
Support contract negotiations and development to ensure final contract terms and compliance.
Participate as a member of vendor selection committees for capital and maintenance project solicitations.
Partner with the Financial and Procurement Analyst to assess vendor and contract performance; recommend changes as needed.
Monitor capital projects and manage day-to-day construction supervision.
Operational Coordination & Regulatory Compliance
Ensure compliance with applicable regulations, building and fire codes, and internal safety standards.
Mitigate risk to property and occupants; promote safe working and security of employees and residents.
Oversee invoicing for active capital projects, review maintenance and capital expenditures.
Serve as primary liaison to condominium association (8 units).
Budgeting & Financial Oversight
Collaborate with Property Management, Finance, Development and Asset Management to prepare annual in the development and review of annual budgets.
Review monthly financial reports to ensure compliance with approved operating and capital budgets.
Other Duties as Assigned
May be required to perform other related duties as required and/or assigned.
Additional asset management and other related responsibilities may be delegated as needed.
Knowledge, Skills and Abilities:
Positive and professional interpersonal skills; ability to successfully work with residents, employees, vendors, and internal stakeholders.
Strong critical thinking, multitasking and decision-making abilities.
Highly organized and results-oriented with the ability to meet multiple deadlines.
Proven financial analysis, budget planning, and project coordination knowledge and abilities.
Familiarity with building systems (Mechanical, Electrical, Plumbing); h elevators, security, utilities, . Knowledge of structural, and architectural elements is strongly preferred.
Familiar with and knowledgeable in construction activities; ability to read construction plans, and familiarity with MasterFormat Divisions by Construction Specifications Institute.
Ability to be a self-starter who thrives in a fast-paced, team-oriented environment.
Minimum Education and Experience:
Bachelor's degree in a related field with a minimum of 5 years of direct experience in project management, property, real estate, architecture, engineering, asset or construction management,)
Budgeting and capital project experience are strongly preferred.
Familiarity with procurement and vendor contracting best practice is strongly preferred.
Professional certifications are a plus.
Additional Requirements:
An assessment may be administered to evaluate competency.
A valid driver's license and reliable transportation to visit COC properties is mandatory.
Successfully completing a pre-employment drug test, physical exam, background check, and educational/reference verification is mandatory.
Estimated Time Allocation
40% Asset Management
30% Capital Projects
15% Procurement
10% Budgets
5% Maintenance
Note: This estimate is for illustration purposes only. It will change based on business needs.
This position description lists the most significant duties of this role. However, this description is not intended to be an all-inclusive list of responsibilities, skills or working conditions associated with the position. Although it is intended to accurately reflect the activities and requirements of the position, duties may be added, deleted, or modified, as necessary. This description does not constitute a written or implied contract of employment.
Auto-ApplyManager of Annual Fund and Alumni Relations
Portfolio manager job in Tarrytown, NY
Our Institution: Founded in 1860, Bard College is an international network of highly innovative and admired educational institutions grounded in the liberal arts and sciences. Simon's Rock at Bard College actualizes the simple yet radical idea that many students are ready for college before the age of 18. This idea, first envisioned by Elizabeth Blodgett Hall on the original Simon's Rock campus in 1966 in Great Barrington, MA, launched the Early College movement in the United States and beyond. Simon's Rock has carried out this mission for 59 years in Great Barrington, and in July of 2025 is relocating to the Massena campus of Bard College, in Annandale-on-Hudson, NY.
In this new location, Simon's Rock will have a diverse student population of approximately 180 students, both boarding and day students, drawn nationally and internationally, with a significant population of students identifying as LGBTQIA . This includes enrollment in the Early College Associate in Arts degree program as well as in Bard Academy. Launched in 2015, Bard Academy is a two-year high school program with courses designed and taught by college professors and leading to entry into college after the 10th grade. Students at the Massena campus may enter the Early College either as matriculants from Bard Academy or as students directly admitted to Early College after completing 10th or 11th grade, or the equivalent in homeschooled or non-traditional pathways.
The Role:
For Simon's Rock at Bard College, we seek an energetic and committed individual for the role of Manager for Annual Giving & Alumni Relations as a member of the Simon's Rock Institutional Advancement team. Institutional Advancement (IA) plays a vital role in the long-term well-being of Simon's Rock and provides essential services and engagement opportunities to the College's alumni, parents, and other stakeholders. Most crucially, it serves as the central resource for alumni and parent giving, as well as other forms of philanthropic support for the College. IA is responsible for securing resources for the Fund for Simon's Rock, the Simon's Rock endowment, corporate and foundation support, and estate planning from individual donors.
The Annual Giving Manager plays an essential role in the IA team as the operational lead for annual giving and closely related activities. Working in close collaboration with the Director and Associate Director of IA, as well as other senior staff, the Manager helps guide the operational strategy and logistical elements of online giving, direct mail, and all forms of targeted giving through email and other platforms. Additionally, the Manager will lend essential support to the planning and execution of alumni and parent focused events and will contribute directly to the team's communication efforts through existing and future platforms.
This position is a full-time position with benefits, on-site five days per week at the Massena campus of Bard College in Annandale-on-Hudson, NY.
Duties include:
* In close coordination with the Assistant/Associate Director of IA and other Simon's Rock and Bard staff as needed, oversee and guide annual giving efforts through direct mail, targeted email, and other forms of solicitation
* Manage a portfolio of 50-100 individual donors with a focus on retaining and enhancing support from each
* Liaise with other Simon's Rock departments, notably Marketing & Communications, Business Office, and Academic Affairs, and with Bard Office of Development and Alumni Affairs (ODAA) in support of the Fund for Simon's Rock and related philanthropic priorities
* As directed within IA and in coordination with Bard ODAA, collaborate on and help guide strategic event planning in support of annual and longer-term philanthropic priorities
* Provide content and editorial support for IA communication platforms
* In collaboration with IA team and others, identify new strategies for donor engagement and retention; create and launch regionally oriented alumni volunteer engagement initiative
* Other duties as assigned
Required qualifications:
* Bachelor's Degree
* Minimum of 3-5 years experience in advancement, preferably in higher education, or in a closely related field
* Strong interpersonal and organizational skills
* Strong written and oral communication skills
* Adaptability to complex work environments
* Ability to troubleshoot and utilize reasonable judgment in complex and confidential situations
Preferred qualifications:
* Experience writing/editing for development or related field
* Strong knowledge and comfort with CRMs
* Experience with an Early College program
* Experience with an independent school and/or liberal arts college
Compensation: $61,000 to $65,000
This salary range reflects the College's good faith and reasonable estimate of the compensation for the position at the time of the job posting. Salary decisions are dependent on several factors including but not limited to market and organizational considerations, experience, and qualifications of a selected candidate as well as internal and external equity.
All applications must be accompanied by a cover letter, résumé, and contact information for three references. Submit your files to interfolio.com. Address email inquiries to ******************. No phone calls, please.
Donor Stewardship and Annual Fund Manager
Portfolio manager job in New Haven, CT
Job Description
Columbus House, Inc. Job Posting: Full Time, FLSA Exempt, Non-Essential Donor Stewardship and Annual Fund Manager
VEVRAA Federal Contractor: Priority Referrals of Protected Veterans Requested
& Mission
Columbus House opened its doors in 1982 to provide services for men and women at least 18 years of age. Our goals quickly broadened from the mere provision of food and shelter and simple survival, to understanding and working toward overcoming the problems which cause people to become homeless.
Columbus House, along with its core of loyal supporters, friends, and volunteers, has remained committed to fulfilling its mission: "To serve people experiencing homelessness or at imminent risk by providing life-saving outreach, shelter and housing and by fostering their personal growth and independence. We advocate for and create affordable housing to end homelessness in our communities."
Purpose
Under the direction of the Chief Development Officer, the Development Donor Stewardship and Annual Fund Manager participates in the creation and implementation of all plans and programs designed to raise awareness of Columbus House and its programs and services through networking and effective communication and marketing strategy in addition to managing the annual fund drive throughout the donor prospect cycle. Our goal is to raise awareness of the causes of homelessness and the work that Columbus House does to overcome those issues in an effort to continually build a base of new supporters.
Duties and Responsibilities
In collaboration with CDO create and implement donor stewardship and annual fund plan including events and engaging communications through targeted donor segments for establishing and cultivating donors throughout the giving cycle.
Identify and manage annual fund donor prospects with support from the Donor Relations Specialist focusing on elevating giving (major gifts).
Develop individual cultivation and solicitation strategies, create relevant engagement opportunities that support the progression of the relationship.
Establish planned giving prospect outreach and education through direct mail, newsletters, and direct contact.
Identify potential planned giving prospects and create the individual plan.
Track progress to goal on annual fund.
Conducts client, volunteer, and donor interviews as directed by CDO for inclusion in external communications.
In collaboration with CDO identifies and maintains an updated list and relationships with media and other partners
Assists in the preparation and dissemination of all media alerts and press releases. Coordinates press events. Creates media packets
Assists in preparing staff for speaking engagements and community events
Other related duties as assigned by the Chief Development Officer
Some evening and weekend work will be required
Qualifications
Bachelor's Degree and 2+ years of experience in a non-profit Development Office
Demonstrated commitment to ongoing professional development
Excellent interpersonal, written and verbal communication skills
Excellent planning and organizational abilities; comfortable working independently and proactively on multiple priorities
Strong relationship building skills
Excellent networking and donor outreach skills
Strong analytical experience in managing donor data.
Outstanding skills in the utilization of Microsoft Office programs
Self-starter with excellent time management skills and a deadline oriented mindset
Capable of seamlessly managing multiple assignments and priorities
Good judgment and a strong sense of confidentiality
High degree of reliability and punctuality
Able to clearly articulate the Columbus House mission and is comfortable maintaining relationships with staff, managers, senior leadership, board members and all other Columbus House stakeholders
Fully understands the goals and plans of the Development Department and works collaboratively and independently to achieve those goals
Valid US driver's license and a good driving history
Supervised by: Chief Development Officer
Schedule: Monday- Friday 9:00am- 5:00pm with flexibility
Salary range: $60,000 to $70,000
Benefits
Medical, dental, and vision benefits are offered along with other additional voluntary coverages with full-time employment
401 K retirement plan with employer matching contribution
Paid time off
10 paid holidays
Please send your resume and a cover letter to Human Resources Generalist, Columbus House Inc., 586 Ella Grasso Boulevard P.O. Box 7093, New Haven CT. 06519 or fax to ************ or email to ******************** or apply at *********************
Equal Opportunity/Affirmative Action Employer: Protected Veterans and Individuals with Disabilities Encouraged to Apply
Easy Apply