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Portfolio Manager Jobs in Norwood, MA

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  • Portfolio Manager

    CTH Recruiting

    Portfolio Manager Job 10 miles from Norwood

    About the Company - A leading property management company is seeking an experienced Portfolio Manager to oversee the operations of multiple residential communities across New England, Virginia, Maryland, and Pennsylvania. This role is critical for ensuring operational efficiency, compliance, and strong leadership across a diverse portfolio of properties. The position is based in New England and requires frequent travel to the other states. Position Overview: Lead recruitment, training, and performance evaluation of on-site staff. Provide leadership, motivation, and performance management to ensure smooth operations. Handle performance issues, task delegation, and scheduling to optimize team productivity. Communicate effectively with supervisors, property owners, and residents. Address resident concerns and tenant issues promptly and professionally. Manage rent collection, lease compliance, and enforcement of property regulations. Oversee vendor contracts and services. Prepare management reports and handle legal matters, including evictions when necessary. Ensure adherence to affordable housing regulations (including HUD and recertifications). Maintain up-to-date certifications and compliance documentation for all properties. Required Skills: Extensive experience in property management, overseeing multiple residential communities. Knowledge of affordable housing programs and regulatory requirements (e.g., HUD). Proficiency in property management software, with Yardi experience preferred. Strong leadership and communication skills. Willingness to travel frequently between New England, Virginia, Maryland, and Pennsylvania. Preferred Skills: Leadership and Personnel Management Ability to recruit, train, and manage staff performance. Strong leadership to motivate teams and handle performance issues effectively. Communication and Stakeholder Management Excellent verbal and written communication skills to interact with supervisors, property owners, residents, and vendors. Ability to resolve tenant issues and maintain positive relationships with all stakeholders. Property Administration Expertise in rent collection, lease enforcement, and vendor management. Strong organizational skills to prepare reports, handle legal matters, and manage multiple properties. Compliance Knowledge In-depth understanding of affordable housing regulations, including HUD and recertification processes. Ability to ensure properties meet all legal compliance standards and maintain up-to-date documentation. Technical Proficiency in Property Management Systems Familiarity with property management software, particularly Yardi, to manage operations efficiently. Adaptability and Time Management Ability to manage a portfolio of properties in multiple states, with a strong capacity to prioritize tasks and handle both short-term and long-term property needs. Travel Flexibility Willingness to travel frequently across New England, Virginia, Maryland, and Pennsylvania to oversee various properties. Equal Opportunity Statement - We are committed to providing an inclusive and welcoming environment for all employees and applicants. We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by federal, state, or local laws. All qualified candidates are encouraged to apply and will receive consideration for employment without regard to these factors. We believe in promoting diversity, equity, and inclusion in the workplace.
    $93k-165k yearly est. 17d ago
  • Roll Off Asset Manager

    Clean Harbors 4.8company rating

    Portfolio Manager Job 13 miles from Norwood

    Clean Harbors is looking to hire an Asset Manager, to sit in our Norwell, MA office, that will be responsible for the overall lifecycle management of a specific group of assets (such as type of vehicle or heavy equipment) that are utilized in the Company's Service or Facilities operations. Lifecycle management oversight includes: asset acquisition and justification, asset deployment, asset utilization, designing and adhering to preventative maintenance schedules, and final asset disposition or disposal at the end of the lifecycle. Primary measures of accountability include Asset Utilization and Uptime (overall and specific to each asset), Return on Invested Capital (ROIC), Maintenance Cost minimization. Why work for Clean Harbors? Health and Safety is our #1 priority, and we live it 3-6-5! Competitive wages Comprehensive health benefits coverage after 30 days of full-time employment. Group 401K with company matching component; Generous paid time off, company paid training and tuition reimbursement. Positive and safe work environments. Opportunities for growth and development for all the stages of your career. Influences design and oversees implementation of appropriate asset preventative maintenance cycles and repair programs which result in decreased maintenance cost and improved up time of equipment. Drive continuous improvement of asset performance, including: failure analysis, PM monitoring, condition monitoring, etc. Assists corporate and regional management with life cycle positioning decisions, and longer term strategic placement and logistics issues. Evaluates asset requests and recommends best solution considering all options, including: refurbishment of existing assets, purchasing high quality previously owned assets, new asset purchase, and leasing or renting options Effectively manages asset disposal, including agreements and book keeping responsibilities. Influences and participates in the preparation and maintenance of a variety of statistical reports related to: maintenance, repairs, utilization, depreciation, and financial performance. Oversee the purchasing and build process for new assets from start to finish. Ensures adherence to goals and KPIs established for the specific asset class including utilization, and adherence to preventative maintenance schedules. Provide expert asset management advice to key Maintenance, Management, and Operations staff. Keep abreast of advances and technical development within the asset categories of responsibility. Manages the Asset Management Workbench in WIN for his/her particular asset group to include: transfers, rentals, surplus, refurbishments, growth, and replacement assets Bachelor's degree in Supply Management/Logistics/or a related field 5+ years of experience Excellent communication (verbal and written) skills Negotiation skills Asset Management, Fleet Management, Service Management Advanced knowledge of entire MS Office Suite (Word, Excel, Access and PowerPoint) Solid project management skills, effectively manage multiple small to large projects in a cross[1]functional environment. Ability to work with financial concepts and perform financial analysis including ROI, IRR, EOQ and fill-rate modeling Join our team today! To learn more about our company, and to apply online for this exciting opportunity, visit us at **************************** Clean Harbors is the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is one-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology - come be part of the solution with us. We thank all those interested in joining the Clean Harbors team; however only those that complete the online application and meet the minimum job qualifications will be considered for this role. Clean Harbors is a Military & Veteran friendly company. *CH #LI-JS1
    $96k-132k yearly est. 51d ago
  • Financial Strategy Manager

    Proclinical Staffing

    Portfolio Manager Job 18 miles from Norwood

    Financial Strategy Manager - Contract - Lexington, MA Proclinical is working alongside an innovative, forward-thinking, and rapidly growing pharmaceutical company that is seeking a highly skilled and strategic Financial Strategy Manager to lead financial planning and forecasting processes, supporting strategic planning and business decisions across multiple functions. Primary Responsibilities: This role involves close collaboration with department heads, Finance leadership, and Human Resources to drive enterprise-level financial, headcount, and strategic planning. You will be responsible for identifying and communicating risks and opportunities against existing forecasts, managing spend versus targets, and developing annual budgets and mid-year forecasts. Skills & Requirements: Strong financial planning and forecasting skills. Ability to collaborate effectively with various departments. Proficiency in identifying and managing financial risks and opportunities. Experience in budget development and management. Excellent presentation and communication skills. Ability to support miscellaneous planning projects and ad hoc analysis. The Financial Strategy Manager's responsibilities will be: Lead financial planning and forecasting processes. Collaborate with department heads, Finance leadership, and Human Resources. Identify and communicate risks and opportunities against forecasts. Manage budget owners' spend versus targets and plans. Develop annual budgets and mid-year forecasts. Prepare management presentations and corporate leadership reviews. Support miscellaneous planning projects and ad hoc analysis. If you are having difficulty in applying or if you have any questions, please contact Janelle Jones at j.jones@proclinical.com Proclinical is a specialist employment agency and recruitment business, providing job opportunities within major pharmaceutical, biopharmaceutical, biotechnology and medical device companies. Proclinical Staffing is an equal opportunity employer. INDOA
    $88k-131k yearly est. 17d ago
  • Portfolio Mgr. - EIM Private Alt Inv

    Fmglobalcareers

    Portfolio Manager Job 14 miles from Norwood

    **Success Profile** Check out the top traits we're looking for and see if you have the right mix. * Detail Oriented * Driven / Self-Starter * Excellent Communicator * Collaborative * Creative Thinker * Diligent **Benefits** **Responsibilities** FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. This is a senior role, working closely with the Senior PM, External Investment Management and the Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on private markets investments with our external investment management partners. The assets under collaborative management would be $2Bil. or higher. This role will work closely with other Public and Private Markets PM's, the Asset Allocation, Strategy group, and Investment Operations. This key role will also collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in private markets. Responsibilities will also include leading and enabling, and where relevant collaboration on risk and performance analytics across private markets. The incumbent will also be leading periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities, and also necessitate collaboration with internally managed portfolio management leadership as well. The role will have a small staff of generalists and/or specialists, and also will have the opportunity to add top talent, including summer interns and rotation hires. The role's focus will primarily be private markets investments across asset classes, those are managed by our external investment management partners. The role will in the long run, have mid-level direct reports, and with a team of junior roles as well, including people management responsibilities. The externally managed private markets portfolio has investments across a very wide range of styles and strategies. The role is expected to be very proficient with concepts including but not limited to private equity, private real assets including real estate and infrastructure, and private credit, including distressed, special situations strategies. While private markets will be the primary focus of this role, a good understanding of multi asset public and private investing is key to succeed in this role. The role requires extensive expertise and experience in constructing portfolios with private markets investment products with a strong understanding of the objectives of the overall investment process. The role will have primary ownership of portfolio performance across external private markets mandates, serve as a primary interface for the investment team with the external investment managers and will manage a significant part of the existing and new relationships. This includes researching new investments, new and existing manager diligence and underwriting, allocation or reallocation decisions, communication to and from managers, ownership of performance and risk of the portfolio. The role will also bring in best practices, macro-economic and market outlook to the broader portfolio. The role will closely work with investment operations, legal, tax and other support functions to ensure a seamless management of the external private markets portfolio. • Externally managed private markets portfolio construction • Work with PM, Senior PM and CIO to build and develop strategy • Work with Asset Allocation to define focus areas for strategy selection, manager diligence • Monitor current portfolio and strategies to determine if they are designed optimally • Develop strong understanding on sources of excess return • External Manager, General Partner (GP) diligence, selection and underwriting and monitoring • Build and maintain relationships with existing and new investment management partners • Have periodical portfolio review meetings, calls to stay updated on performance and it's drivers, risk, views and positioning • Explain drivers of performance to investment leadership • Recommend portfolio actions • Special strategic investments, co-investments and portfolio companies related investments • Collaborate with performance analytics for better return and attribution reporting • Work with risk and quantitative analysis team for risk and exposure monitoring • Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework • Share insights from external private markets managers that would be relevant to the total portfolio • Work closely with the senior PM's and CIO, and other senior investments leads senior directors and managers on periodic, ad-hoc, and special research projects BA or BS required; MBA, CFA, CAIA or other advanced degree related to investments, economics, finance, or quantitative analysis preferred 10+ years of relevant experience in investments, financial markets and/or financial risk management 10+ years of global financial market experience across asset classes Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis· Broad knowledge in the financial markets and investments across asset classes· Strong inter-personal, communication, presentation, analytical and collaboration skills· Experience collaborating with other internal stakeholders and partners - investment accounting, legal, tax and other departments· Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure· Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills· Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management· Collaborative mindset, people management skills and leadership experience required· Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing and retaining a diverse workforce.
    10d ago
  • Blackstone Credit & Insurance (“BXCI”), Systematic Investing Strategies, Junior Portfolio Manager Blackstone

    Growth Equity Interview Guide

    Portfolio Manager Job 20 miles from Norwood

    Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. **Blackstone Credit & Insurance (“BXCI”)- Systematic Strategies - Junior Portfolio Manager** **Employer:** Blackstone **Business Unit:** Blackstone Credit & Insurance **Job Title:** Associate **Job Description:** This candidate will manage corporate bond portfolios using a systematic investment process. The candidate will be trained to interpret model portfolio outputs and to prioritize trading activity to ensure live portfolios comply with relevant constraints and are positioned to maximize exposure to alpha generation opportunities. Working with senior portfolio managers, the candidate will generate orders and allocations. The candidate will also be expected to understand and ultimately manage rate, currency and funding risks across multiple portfolios. Responsibilities include: * Using portfolio management tools to manage risks, prioritize and allocate trades * Working with trading desk to assess market conditions and to formulate execution strategies * Performing data validations and model output reviews * Assisting with cash management, portfolio interest rate and currency hedging * Contributing to portfolio analysis and client content generation * Attend investment committees and liaise with various teams within Blackstone and externally to assess market and fundamental trends **Qualifications:** Blackstone seeks to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavors as well as: * 2+ years of experience in corporate credit markets * Prior portfolio management or trading experience * Embrace a quantitative investment approach where trade ideas are largely model-generated * A team player who is collaborative and works well with others * Excellent decision-making skills and acute attention to detail * Demonstrates a healthy respect for risk management and compliance and will adhere to the highest professional ethical standards * Experience with Bloomberg, Excel, SQL, Python and Java * Enthusiastic, smart, curious and eager to learn about a systematic approach to investment management * Based in San Francisco and is expected to work market hours (5:00am start time in SF) San Francisco Applicants: Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance. The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion. **Expected annual base salary range:** $150,000 - $175,000 Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy. Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: * Attending client meetings where you are discussing Blackstone products and/or and client questions; * Marketing Blackstone funds to new or existing clients; * Supervising or training securities licensed employees; * Structuring or creating Blackstone funds/products; and * Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.
    16d ago
  • Client Portfolio Manager

    Ignites 2.8company rating

    Portfolio Manager Job 14 miles from Norwood

    Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one of the leaders in values-based investing through a biblical worldview. Our principled investment framework has been recognized by the WallStreet Journal, Barrons, Investment News, Fast Company, Entrepreneur, among others. Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments. Eventide employees work hard for the sake of others-our clients, our colleagues, and our world. Our mission is to honor God and serve our clients through investments that make the world rejoice. Eventide is seeking to hire a Client Portfolio Manager (CPM) to serve as a liaison between the portfolio management team and the sales, distribution, and marketing teams. This will include representing the team and its investment capabilities in client meetings and across all sales channels. Reporting to a Portfolio Manager and Head of Institutional Sales, this position requires deep knowledge of global equity investing, specifically within the healthcare and technology sectors, product distribution, and must possess identifiable talent for communicating with clients. **Duties and Responsibilities** * Shadow the portfolio team and be ready to skillfully represent market, risk, and portfolio positioning views, as well as investment rationale on specific holdings, with clarity. + Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio positioning disclosures * Partner with Eventide's salesforce to ensure a high degree of engagement with the company's most significant intermediaries, clients, and prospects * Act as liaison between the portfolio management team, and Eventide's sales team and clients, to ensure the team's investment strategies are effectively represented * Represent the investment strategies by maintaining a detailed understanding of the team holdings, portfolio activity, performance analytics and positioning + Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio activity/positioning disclosures * Cover majority of client meetings (both in-person & via phone/video) across all distribution channels and geographies * Partner with Eventide's Marketing, Sales, and Key Accounts teams to develop presentation materials, market data research, and competitive analyses * Ensure that investment insights of the team are effectively delivered internally and externally via conference calls, whitepapers, videos, blogs and other media * Play a critical editorial role in preparing responses to RFPs and RFIs **Qualifications** * 10+ years of relevant experience in investment management preferred * CFA or Master's degree in Business, Finance, or Economics preferred * CPM experience representing actively managed equity portfolios preferred * FINRA Series 7 and 63 licenses or commitment to complete within 6 months * Prior portfolio management or equity research experience is preferred; experience covering Biotechnology and/or Healthcare strongly preferred * Ability to represent through verbal and written communication Eventide's purpose, values, investment philosophy, investment process, and products to faith-based advisors, faith-based institutions, and broader platforms with excellence * Record of success as a self-starter, capable of taking a leadership role in business execution * Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment * High emotional intelligence and appreciation for diversity of thought * Passion for, commitment to, and alignment with Eventide's mission, values, and investment philosophy * Demonstrates the core values of Eventide in execution of duties * Demonstrates good judgment and integrity in decision making * Ability to work within Eventide's Code of Ethics * Willingness to travel domestically 20-30% of the time NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Department: Portfolio Management FLSA Status**:** Exempt Position reports to: Portfolio Manager & Head of Institutional Sales Position supervises: No one **How To Apply** To apply for this role, send a resume and cover letter to *******************************
    $117k-195k yearly est. Easy Apply 15d ago
  • Associate Portfolio Manager

    Brown Advisory 4.9company rating

    Portfolio Manager Job 14 miles from Norwood

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 900 colleagues worldwide, all of whom are equity owners of the firm. Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Job Summary Brown Advisory's Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients' investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies. The primary duties and responsibilities include but are not limited to: Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems) Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients Proactively participates in firm initiatives directed by local management Qualifications: This individual will be a key member of our growing investment team in Boston. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm, and participate actively in the analysis of new strategies. Associate Portfolio Managers are highly professional and unconditionally dedicated to delivering a first-class experience to clients. A minimum of 3 - 5 years' experience within the finance industry; 5 - 7 years' experience preferred. Strong quantitative, analytical, and interpersonal skills MBA or progress towards CFA designation is desired Ability to effectively communicate with clients Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus Ability to multi-task, to establish priorities, and to work both independently and within a small team environment Ability to handle confidential material with utmost discretion A passion for financial markets Ability to work in Boston office location Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Gym membership discounts • Fitness event fee reimbursement • Corporate gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $132k-217k yearly est. 14d ago
  • Commercial Portfolio Manager II

    Eastern Bank 4.6company rating

    Portfolio Manager Job 23 miles from Norwood

    Responsibilities include, but are not limited to the following: * Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual financial information for files from clients * Analyzing financials on existing relationships and preparing update memos * Report regularly on status to Team Leader New Loan Requests and Loan Renewals * Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc) * Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals) * Manage and update the interim report for the RMs portfolio * Coordinating construction loan advances on certain credits * Assist with Credit Risk Review tasks, including coordinate responses to CRR, monitor action steps for remediation, etc. * Provide Backup to other Relationship Managers/Relationship Administrators as needed * Assist the team during vacations/absences as necessary * Provide sales & service support as necessary Qualifications: * Formally Credit Trained * Demonstrates experience and judgment with credit decisions and analysis * Coach credit analysts on credit and customer interaction skills * 5-7 years experience * Work with limited supervision
    $116k-195k yearly est. 39d ago
  • Manager Franchise Portfolio Management

    Azuritypharmaceuticals

    Portfolio Manager Job 21 miles from Norwood

    Azurity Pharmaceuticals is a privately held, specialty pharmaceutical company that focuses on innovative products that meet the needs of underserved patients. As an industry leader in providing unique, accessible, and high-quality medications, Azurity leverages its integrated capabilities and vast partner network to continually expand its broad commercial product portfolio and robust late-stage pipeline. The company's patient-centric products span the cardiovascular, neurology, endocrinology, gastro-intestinal, institutional, and orphan markets, and have benefited millions of patients. For more information, visit **************** Azurity Pharmaceuticals is proud to be an inclusive workplace and an Equal Opportunity Employer. Azurity's success is attributable to our incredibly talented, dedicated team that focuses on benefiting the lives of patients by bringing the best science and commitment to quality into everything that we do. We seek highly motivated individuals with the dedication, integrity, and creative spirit needed to thrive in our organization. The Manager/Senior Manager in Portfolio Management at Azurity plays a pivotal role within the Strategic Portfolio Management function, supporting the VP of Franchise Portfolio Management. This role contributes to the strategic planning and management of a balanced product portfolio across its lifecycle to meet franchise targets defined in Azurity's 5-year financial model. The Manager/Senior Manager assists in ideating, selecting, and monitoring the development of franchise-specific assets that align with Azurity's strategic criteria, ensuring integration of patient needs and market opportunities with internal technical capabilities. They provide insights to inform business development efforts and collaborate in crafting franchise strategies. The Manager/Senior Manager also participates in the Product Lifecycle Management (PLM) process, assisting in stages from product ideation through retirement, and supporting cross-functional teams in development, launch, enhancements, and decisions regarding product phase-outs or market discontinuation. KEY RESPONSIBILITIES Conduct research and analysis to support strategic portfolio planning and management initiatives. Assist in the evaluation and selection of franchise-specific assets in relevant therapeutic areas, ensuring alignment with strategic criteria and market opportunities. Utilize data analysis and customer insights to contribute to the development of franchise strategies. Support the PLM process under the guidance of VP Franchise Portfolio Management, facilitating development, launch, and post-launch activities. Monitor product performance metrics, market trends, and competitive landscape to provide insights for strategic decision-making. Collaborate with cross-functional teams to ensure adherence to stage-gate criteria and timelines throughout the product lifecycle. Assist in identifying opportunities to inform business development efforts to supplement internal portfolio initiatives. Assist in preparing reports, presentations, and recommendations for portfolio reviews and strategic planning sessions. EXPERIENCE AND SKILLS PharmD or Bachelor's or Master's degree in a relevant field (e.g., Life Sciences, Business Administration) preferred. 5+ years of relevant experience Strong analytical skills with the ability to interpret data and draw meaningful conclusions. Strong therapeutic knowledge within the franchise. Ability to conduct primary and secondary market research and develop Target Product Profiles (TPPs) of new product ideas. Experience in sales forecasting and financial modeling Basic understanding of pharmaceutical product lifecycle management and commercialization processes. Proficiency in Excel, PowerPoint, and other analytical and presentation tools. Effective communication skills, both written and verbal, with the ability to collaborate in a team environment. Detail-oriented with strong organizational skills, capable of managing multiple tasks and priorities. #LI-Hybrid Physical & Mental Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to sit for long periods of time While performing the duties of this job, the employee is frequently required to stand; walk; sit; talk and/or hear May occasionally climb stairs and/or ride elevators The employee must occasionally lift and/or move up to 25 pounds Employee must be able to manipulate keyboard, operate a telephone and hand-held devices Other miscellaneous job duties as required Benefits We Offer: Unlock Your Earning Potential: Join our team and be rewarded with a competitive compensation package, including an annual bonus based on company performance, that recognizes your exceptional talent. Sales - In lieu of annual bonuses, we offer an Incentive compensation program that allows you to earn more - even over plan. Fuel Your Success: * Sales Only* - We understand the value of your hard work and provide a car reimbursement program and gas card for both business and personal use as part of our commitment to supporting you. Comprehensive Health Coverage: We value your well-being and offer excellent medical, dental, vision, and prescription coverage to ensure you and your family are always taken care of. Flexibility for Your Lifestyle: Achieve work-life balance with our hybrid work model, allowing you to work two days from home and three days in the office. * Excludes Sales, Manufacturing, and some Operations positions* Start Your Week on a High Note: Indulge in our “Bagel Tuesday” perk, where you can enjoy a fresh bagel on us every Tuesday morning. **Only for On-site/Hybrid colleagues** Invest in Your Future: Our Retirement Savings Plan (401K) is designed to help you secure a comfortable retirement by matching dollar for dollar up to 5%. Time Off That Counts: Take advantage of our generous PTO policy, which offers 20 days annually + rollover (up to 40 hours). Meaningful Time with Your Loved Ones: We close between Christmas and New Year's to give you an extra week off to spend quality time with your family and recharge. Enjoy the Holidays: Over the course of the year, Azurity recognizes 13 holidays. Summer Vibes: Embrace the summer season with our Summer-Hours perk, available between Memorial Day and Labor Day. **Excludes Sales Colleagues** Invest in Your Education: We support your professional growth with tuition reimbursement for undergraduate and graduate level courses or certifications. Recognize and Be Recognized: Our Azurity High Five peer recognition platform allows you to celebrate your colleagues' accomplishments and receive recognition for your own outstanding work. The California Consumer Privacy Act regulates privacy rights and consumer protection for residents of California, United States. For details, click here. The General Data Protection Regulation (GDPR) sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU).
    $93k-165k yearly est. 14d ago
  • Portfolio Mgr. - EIM Public Markets

    FM 3.9company rating

    Portfolio Manager Job 14 miles from Norwood

    FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on public equities and core fixed income investments with our external investment management partners. The assets under collaborative management would be $5Bil. or higher. This role will work closely with VP, Senior Portfolio Manager - External Investments, Private Markets PM's, the Asset Allocation, Strategy group, and Investment Operations, and the Chief Investment Officer. This key role will also collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in public equities and core fixed income. Responsibilities will also include leading and enabling, and where relevant collaboration on risk and performance analytics across public equities and core fixed income - US, International and Global. The incumbent will also be leading periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities, and also necessitate collaboration with internally managed portfolio management leadership as well, as they relate to public equities and core fixed income. The role will have a small staff group of generalists and specialists, as needed, and also will have the opportunity to work with other team leaders within Investments, to onboard top talent, including summer interns and rotation hires. The role's focus will primarily be public markets investments in equities that are managed by external investment management firms. The role will have people management responsibilities, with junior and/or mid-level direct reports for different equities buckets as necessary and will rely on the Investment analytics team and external services for equities managers diligence activities. The externally managed public equities and core fixed income portfolios has investments across a very wide range of geographies, styles, and strategies. The role is expected to be very proficient with concepts including but not limited to factor exposures, equity investment styles, fixed income analytics, credit, and duration, structuring and effective use of investment vehicles. While public markets - equities and core fixed income will be the primary focus, a good understanding of multi asset investing principles is even more helpful to succeed in this role. The role requires extensive expertise and experience in constructing portfolios with public equity investment products with a strong understanding of the objectives of the overall investment process. The role will have primary ownership of portfolio performance across external public equities and core fixed income mandates, serve as an important interface contact for the investment team with the external investment managers and will manage a significant part of the existing and new relationships. This includes researching new investments, new and existing manager diligence and underwriting, allocation or reallocation decisions, communication to and from managers. Key responsibilities include ownership and accountability of performance and risk of the portfolio for this role. The role will also bring in best practices, macro-economic and market outlook to the broader portfolio. The role will closely work with investment operations, legal, tax and other support functions to ensure a seamless collaborative management of the external public equity and core fixed income portfolios, with full individual accountability and responsibility of the portfolio's performance and optimal construction. Description Externally managed public markets - equities and core fixed income portfolios construction Monitor current portfolio and strategies to determine if they are designed optimally Work with Asset Allocation to define focus areas for strategy selection, manager diligence. Develop strong understanding on sources of excess return Leading External Manager diligence, selection and underwriting and monitoring. Build and maintain relationships with existing and new investment management partners. Have periodical portfolio review meetings, calls to stay updated on performance and its drivers, risk, views, and positioning. Explain drivers of performance to investment leadership Recommend portfolio actions Collaborate with performance analytics for better return and attribution reporting, and work with risk and quantitative analysis team for risk and exposure monitoring Collaborate on portfolio construction, investments monitoring, and risk management across asset classes within the overall total portfolio construction framework. Share insights from external equity and fixed income managers that would be relevant to the total portfolio. Work closely with the senior PM's and CIO, and other senior investments leads senior directors and managers on periodic, ad-hoc, and special res BA or BS required; MBA, CFA, CAIA, or other advanced degree related to investments, economics, finance, or quantitative analysis preferred 11-15 years of relevant experience in investments, financial markets, and/or financial risk management 11-15 years of global financial market experience across asset classes Global financial markets, investments, risk management and economics related experience across asset classes, and risk and quantitative analysis· Broad knowledge in the financial markets and investments across asset classes· Strong inter-personal, communication, presentation, analytical and collaboration skills· Experience collaborating with other internal stakeholders and partners - investment accounting, legal, tax and other departments· Ability to operate as an effective tactical as well as strategic thinker with flexibility to adapt to and positively influence new processes/infrastructure· Strong mentoring and coaching experience with excellent judgement and creative problem-solving skills including negotiation and conflict resolution skills· Fast learner with a strong teamwork-based mindset, and passion for financial markets, corporate finance and investment risk management· Collaborative mindset, people management skills and leadership experience required· Expert knowledge in using Bloomberg, and FactSet, similar investments systems, as well as experience to be able to apply expertise to any new investment risk management and accounting related, and order entry systems The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing and retaining a diverse workforce.
    $91k-169k yearly est. 48d ago
  • Power Customer Portfolio Manager - HD Turbine Power Outage Management

    GE Vernova

    Portfolio Manager Job 14 miles from Norwood

    Facing Engineering you will need to demonstrate accountability for functional, business, and broad company objectives within Gas Power. You will be responsible for the profitability and customer satisfaction for assigned contracts and customer obligations, provide service agreement, fixed price, and time and material program management, and interact with members of the customer service, parts and transactional services, field service, repair service, and/or other teams. **Job Description** Essential Responsibilities: + Serve as a liaison between internal/external organizations and for assigned customers, own the customer relationship, and contribute to the overall business strategy + Foster and develop strong relationships with customers, be the single point of contact for customers and manage customer communication and relationships + Be responsible for customer portfolio P&L and growth + Establish contact to provide on-going technical and business support to assigned customers + Develop and own site customer communication plan, coordinate regular GE/Customer reviews to review existing and new GE products/services that could provide value for the customer + Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GE + Be responsible for developing outage scope/communicating scope to FieldCore + Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders + Be responsible for managing the Outage 360 process and processing of Change Orders + Lead direction for all emergent/forced outage resolution + Organize pre-outage, post-outage and outage milestone meetings + Be responsible for all customer invoicing/credit memo processing + Be responsible for On-Site Repairs and Part and Component Repairs performed in GRS including planning repair scope, requests for repair quotes, scheduling repairs and addressing repairs issues in the GE network + Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure, injection of new technology to maximize + Be responsible for selling all flow-type services including Parts, FieldCore, Lease Engine from opportunity identification, quote preparation, order entry, demand placement, to sales conversion + Manage Digital and Total plant solutions agreements and coordinate with functional groups Qualifications/Requirements : + Bachelor's Degree from an accredited University or College (OR a High School Diploma / GED with a minimum of 8-10 years of experience in power generation industry OR Associates degree in addition of 6-7 years of experience in a power generation industry) + Minimum of 5 years of knowledge and experience within the power plant field services or contract management **ELIGIBILITY REQUIREMENT: Willingness and ability to travel 50% of the time within the Primary location Area of OH /PA / WW - this position covers our Customer Portfolio for our the region as listed. While National Relocation may be available NO Sponsorship is offered within NAM Power.** Desired Characteristics : + Bachelor's Degree preferably in a technical / engineering degree ie. Mechanical, Electrical, STEM. + Experience planning and executing outages. + Strong quality background with Black Belt certification + Strong leadership, financial and commercial skills + Team leader in a dynamic, energetic and proactive environment + Experience working with customer leadership teams + Demonstrated communication & organizational skills + Strong oral and written communication skills Strong interpersonal skills Additional Eligibility Qualifications : GE will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **For U.S. based candidates only,** for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is: 118,700.00 - 165,000.00 USD. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for a 15% performance bonus **.** The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. This position will stay open on the career website until at least September 30th. 2024 Benefits Available to You: GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* + Our **compensation & benefits** are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. + A **healthy, balanced lifestyle** can mean different things to different people. We've created programs that support the way you live and work today. + GE invests to provide opportunities to **grow your career** by providing a path for continued on-the-job **learning and development** . **Healthcare benefit** s include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. **Retirement benefits** include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. **Other benefits** include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** Yes \#LI-Remote - This is a remote position
    $93k-165k yearly est. 60d+ ago
  • Client Portfolio Manager - Investment Research Group

    Brown Brothers Harriman

    Portfolio Manager Job 14 miles from Norwood

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others. Join us as a Client Portfolio Manager The BBH Investment Research Group (IRG) is the centralized investment team within BBH's Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies. As part of IRG's dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy ("CPMS") team, which is responsible for communicating our best investment thinking to our client teams and our clients. This Client Portfolio Manager position is a newly created role, reporting directly to the Head of CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy. The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. The Client Portfolio Manager is responsible for representing for our multi-asset class investment portfolios with our clients and prospects. This role is responsible for working directly with existing and prospective clients to represent BBH's investment strategies and overall portfolio approach. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client. The scope of work with clients includes preparing and presenting portfolio proposals, portfolio reviews, providing updates on individual investment manager strategies as well as contributing to written content and responding to investment enquiries. The ideal candidate will have experience in discussing portfolios with clients across multiple asset classes. The role also involves capturing key portfolio insights, research projects and other ad-hoc analyses. A strong skill set in synthesizing research findings is important, as is investment writing and creative presentation content. Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform. While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applicants who are seeking to be located in Boston and Philadelphia, with periodic travel to other offices, as needed. Some of your key responsibilities include: Portfolio Management Support * Serve as an IRG investment expert for BBH's taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients. * Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance. * Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis. * Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information. * Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team. * Actively engage in IRG investment discussions and decision-making processes. Client Relationship Management * Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests. * Create timely client-specific materials, reports, and thought pieces to address client needs. * Draft communications for relationship teams including, but not limited to: 1-pagers that summarize key data for each manager, top 10 investment holdings summaries, and Ad Hoc commentary (think: performance update, moved to watch list, personnel turnover, etc.). * Participate as needed in the process to onboard new client relationships * Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs. Asset Allocation, Market Analysis and Content Generation * Assist with developing a process for CPMS to assist the Relationship Managers in ensuring that client portfolios are managed in accordance with the investment policy statement. * Recommend rebalancing recommendations when markets move portfolios away from targets. * Monitor and analyze portfolio exposure data for client policy portfolios. * Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions. * While we invest bottom-up, we worry top-down about risks that could impact the portfolio - assist in writing market commentary that inspires client confidence that we are monitoring all potential risks * Stay informed of industry trends, investment manager updates, market and macroeconomic developments that may influence portfolio construction or Front Office/client communication. Qualifications: In addition to a strong work ethic, unquestioned integrity, a demonstrated record of professional success, and sound judgement, candidates should possess the following: * BA or Equivalent, advanced degree and/or CFA/CAIA a plus * 8+ years of relevant investment-related experience. * Has a blend of both investment acumen and client experience to be a successful Client Portfolio Manager representing our business with our clients. * Demonstrated interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers. * Strong conceptual and critical thinking skills. * Excellent interpersonal skills and the ability to build trusted relationships with clients and colleagues . * Outstanding written and verbal communication skills. * Demonstrated ability to work in a collaborative team environment * Strong quantitative and qualitative analysis skills, including data analysis. * Experience managing and/or mentoring colleagues. * Knowledge of BBH products, practices and investment philosophy, a plus * Experience with Microsoft Office Products, particularly PowerPoint and Excel, required We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
    $93k-165k yearly est. 42d ago
  • Government Contract Portfolio Manager

    Brainport Eindhoven

    Portfolio Manager Job 14 miles from Norwood

    **Job Title** Government Contract Portfolio Manager**Job Description** **Government Contract Portfolio Manager** Be the primary point of contact (POC) for Federal Contracting Officers with regard to Delivery Orders (DO). Engage with the customer with integrity and professionalism. **Your role:** * Responsible for contract compliance of DOs within assigned modalities for Philips and reseller bids * Complete consolidation / RFO process - quotes from modality specialists, populate consolidation spreadsheets, upload docs for consolidations / RFO submissions, ensure contract compliance and tracking (wins, losses, cancellations and pushes) * Advise Government Enterprise Sales and Business Unit Account Managers on procurement best practices for MODs to prevent delayed revenue * Proactively manage MODs, working with sales and customer project management to ensure DOs and/or reseller bids are within contract compliance of assigned modalities * Actively monitor and utilize SAM.gov and/or GovWin for solicitations and assist in the submission of RFQs and proposals with applicable stakeholders * Work with Customer Project Management organization to coordinate inspection requests * Complete Revenue recognition activities (audit, email triggers, etc.) for the Philips' customer project management team(s) * Monitor and report on DO statistics / KPIs / performance - Win %, $ and volumes generated, MODs with root causes, CPARs * Follow Philips internal documentation process **You're the right fit if:** * Bachelor's degree or equivalent experience required * Self-starter with attention to detail is required * 3+ years of experience in Government contracting, Philips North America or equivalent is desired * Federal contracting certification(s) are a plus (examples include Defense Acquisition University, Contracting Officer's Technical Representative Certification, Federal Acquisition Certification for Program & Project Managers) * Experience at VA or DoD contracting office is a plus * Medical device supply chain experience is a plus * You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this . **How we work together** We believe that we are better together than apart. For our office-based teams, this means working in-person at least 3 days per week. Onsite roles require full-time presence in the company's facilities. Field roles are most effectively done outside of the company's main facilities, generally at the customers' or suppliers' locations. This is an office role **About Philips** We are a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. * Learn more about . * Discover * Learn more about * Learn more about our commitment to . **Philips Transparency Details** The pay range for this position in Nashville, TN is $79,800 to $136,800 The pay range for this position in Washington DC, Cambridge, MA, or Bothell, WA is $89,376 to $153,216 The actual base pay offered may vary within the posted ranges depending on multiple factors including job-related knowledge/skills, experience, business needs, geographical location, and internal equity. In addition, other compensation, such as an annual incentive bonus, sales commission or long-term incentives may be offered. Employees are eligible to participate in our comprehensive Philips Total Rewards benefits program, which includes a generous PTO, 401k (up to 7% match), HSA (with company contribution), stock purchase plan, education reimbursement and much more. Details about our benefits can be found . At Philips, it is not typical for an individual to be hired at or near the top end of the range for their role and compensation decisions are dependent upon the facts and circumstances of each case. **Additional Information** US work authorization is a precondition of employment. The company will not consider candidates who require sponsorship for a work-authorized visa, now or in the future. Company relocation benefits **will not** be provided for this position. For this position, you must reside in **or** within commuting distance to Bothell, WA, Nashville, TN, Washington DC or Cambridge, MA**.** *#LI-OFFICE* This requisition is expected to stay active for 45 days but may close earlier if a successful candidate is selected or business necessity dictates. Interested candidates are encouraged to apply as soon as possible to ensure consideration. *Philips is an Equal Employment and Opportunity Employer/Disabled/Veteran and maintains a drug-free workplace.* At Philips, we believe that every human matters. As a global health-tech leader, we focus on improving people's health and wellbeing through meaningful innovation. The people who work here share our passion and are motivated to bring this purpose to life. For more than 130 years, we have been creating technologies and innovations that improve people's lives and support healthcare practitioners. Headquartered in the Netherlands and operating in more than 100 countries globally, we focus our advanced technology and deep clinical and consumer insights on Precision Diagnosis, Image Guided Therapy, Enterprise Informatics, Monitoring/ Connected Care, Sleep & Respiratory Care and Personal Health. We're committed to building a diverse and inclusive workplace culture where people feel heard, valued and connected. Because we know the possibilities are unlimited when people feel empowered to grow and succeed together. *It is the policy of Philips to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status or a person's relationship or association with a protected veteran, including spouses and other family members , marital or domestic partner status, or any other category protected by federal, state and/or local laws.* *As an equal opportunity employer, Philips is committed to a diverse workforce. In order to ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veterans' Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants that require accommodation in the job application process may contact ************, option 5, for assistance.* *Equal Employment and Opportunity Employer/Disabled/Veteran* |
    14d ago
  • Company Secretary Portfolio Manager

    Mishcon de Reya

    Portfolio Manager Job 34 miles from Norwood

    Job Title Company Secretary Portfolio Manager Location Flexible Description **The Department** Mishcon ENTITY is our dedicated service providing essential company secretarial and governance support to our clients. Established in 2021, Mishcon ENTITY is specifically designed for emerging and fast-growth companies and has rapidly expanded to support over 90 clients. We assist clients in maintaining accurate company records through a managed service, which includes updating statutory registers and ensuring necessary filings are made at Companies House. **Duties and Responsibilities** As the Company Secretary Portfolio Manager, you will be responsible for managing our growing portfolio of clients and leading a small team specifically set up to deliver this service. You will have an in-depth understanding of the complexities of company secretarial work and be able to efficiently manage work across a wide portfolio using our Kudocs system. Key responsibilities include tracking deadlines for all clients, making timely filings, troubleshooting issues as they arise, and acting as a champion for the service within the firm. You will play a crucial role in embedding systems within the team and expanding the service based on client needs and feedback. The responsibilities of the role are as follow: * Systems + Manage and optimise the use of Kudocs for portfolio management. + Implement and maintain efficient workflows for company secretarial tasks. + Identify and propose improvements to current systems and processes. * Administration + Oversee the maintenance of statutory registers for all client companies. + Ensure timely and accurate filings with Companies House. + Manage annual compliance calendar for all clients. * Client communications + Serve as the primary point of contact for clients regarding company secretarial matters. + Provide expert advice on corporate governance and compliance issues. + Deliver regular updates to clients on their company's status and upcoming obligations. * Internal communications + Liaise with other departments within the firm to ensure seamless service delivery + Report on service performance and client satisfaction. + Conduct training sessions for team members and others on company secretarial best practices including current and upcoming relevant legislation. **Skills/Experience** * Proven experience in managing company secretarial services for multiple organisations. * ICSA qualified is desired but not essential. * Ability to work as part of a team and independently. * Strong communication skills for both internal and external stakeholders. * Excellent attention to detail and ability to manage multiple deadlines. * Proficiency in using company secretarial software platforms (ideally Kudocs). * Solid understanding of UK company law and corporate governance principles. *Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.* **About The Mishcon de Reya Group** The Group is an independent, international professional services business with law at its heart, employing over 1450 people with over 650 lawyers. It includes the law firm Mishcon de Reya LLP and a collection of leading consultancy businesses that complement the firm's legal services. Mishcon de Reya LLP is based in London, Oxford, Cambridge, Singapore and Hong Kong (through its association with ). The firm services an international community of clients and provides advice in situations where the constraints of geography often do not apply. Its work is cross-border, multi-jurisdictional and complex, spanning seven core practice areas: ; ; ; ; ; ; and . Theincludes consultancy businesses ,(in London, Singapore and Dubai), and. The Group also includes, which invests in the most promising early stage legaltech companies as well as the Mishcon Academy, its in-house place of learning and platform for thought leadership. Earlier this year, the Group announced its first strategic acquisition in the alternative legal services market, flexible legal resourcing business Flex Legal. It also acquired a majority stake in Somos, a global group actions management business. We strive to create a fully diverse and inclusive workplace where all our people are empowered to fulfil their potential. We are proud of our agile working culture and are always happy to talk flexible working. #LI-Hybrid **Our Privacy Statement & Cookie Policy** **Privacy Preference Center** ** Manage Consent Preferences** Always Active
    $93k-164k yearly est. 4d ago
  • Business Banking Portfolio Manager IV

    Citizens Bank 3.7company rating

    Portfolio Manager Job 30 miles from Norwood

    The Business Banking Portfolio Manager IV (PM IV) position is responsible for effective credit administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, and on-going portfolio maintenance activities. The PM IV is responsible for ensuring overall portfolio performance and asset quality remains strong and is able to independently address and develop strategies and actions to resolve issues that could increase risk and/or create loss for the Bank. The PM IV will escalate high risk situations in a timely manner. The PM IV will manage relationships with TCL between $1MM - $10MM, with particular emphasis on the larger (>$3MM) more complicated relationships. Expected high degree of technical competency in credit analysis. The PM IV will independently interact with Senior Management, Sales Team, Credit Officers, and MAD/CRM, in order to discuss and resolve risk related issues. PM IV independently reviews financials and makes recommendations for approval of annual review/renewal and/or modifications within delegated lending authority. Primary responsibilities include: * Assume the responsibility to protect and preserve the integrity of the pooled or individual portfolio while accurately assessing and managing risk and managing the annual review process by means of recommendation. * Applies credit skills, product knowledge, industry analysis, and sound judgment to prepare annual reviews/credit requests and to assess and manage credit risk effectively. * Exhibits knowledge of various types of loan terms, structures, and conditions and understanding of loan documentation. * Consistently adheres to all regulatory compliance requirements. * Accurately test covenants and recognize various events of default while assisting with the recommendation and implementation of strategy and action planning. * Approve credit requests using Self Sanction Decision Tree Authority (when individual credit/lending authority has been approved) * Effectively maintains high quality credit file documentation in a paperless environment. * Effectively tracks and monitors financial statement requirements; reviews Borrowing Base certificates. * Consistently adheres to all Service Level Agreements when customers are in need of modifications or collateral release etc. * Credit experience and skill set with complex credits, organization structures, documentation, covenant structures and/or collateral structures. * Exhibits comprehensive written and verbal communication skills. Regularly interacts with and develops relationships with existing Relationship Managers (RM), Market Managers (MM) and Credit Officers. * Duties may also include mentoring junior colleagues. Pro-actively builds relationships both within department and across business unit. * Shows ability to make recommendations to Credit Officers around credit decisions. Develops an understanding of cross sell services and can convey benefits of such on assigned portfolios. Qualifications / Experience * 5+ years of experience and exhibited high degree of technical competency in various aspects of commercial lending /portfolio management including financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices. * Expected to have high level of credit and documentation experience. * Must be skilled in proposing and negotiating and recommending credit and covenant structures for approval. * Must demonstrate practical and conceptual knowledge of credit and risk analysis. Education * Bachelor's Degree * Preferred: Master' Degree Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Monday-Friday *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** At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. **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.
    $95k-136k yearly est. 2d ago
  • Credit Portfolio Manager I - Franchise Finance Group

    TD Bank 4.5company rating

    Portfolio Manager Job 14 miles from Norwood

    Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à l'utilisation des témoins. Avertissement : Pour les visiteurs de l'Union européenne et du Royaume-Uni, seuls les témoins strictement nécessaires sont utilisés sur ce site. Ces témoins sont nécessaires au bon fonctionnement du site Web et ne peuvent pas être désactivés. Ils sont généralement mis en place uniquement en réponse à des actions que vous effectuez et qui équivalent à une demande de services, comme configurer vos préférences en matière de confidentialité, ouvrir une session ou remplir des formulaires. Vous pouvez configurer votre navigateur pour qu'il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification. **Work Location**: Boston, Massachusetts, États-Unis d'Amérique**Hours:** 40**Line of Business:** Services bancaires personnels et commerciaux**Pay Detail:** $86,840 - $139,360 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** Join TD's Franchise Finance Group as we grow our McDonald's portfolio. Looking for Portfolio Managers with extensive McDonald brand experience that can contribute immediately in the underwriting of transactions to McDonald multi-unit operators nationally. We're a growing team that values a flexible work environment and prioritizes career development. The McDonald's team is a sub-segment of The Franchise Finance Group which provides a comprehensive suite of financing solutions and treasury management tools to experienced franchisees with multiple stores in proven concepts and middle market franchisors. The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer. **Depth & Scope:** * Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer * Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department * Works on larger, more complex deals, mainly focused on Middle Market * May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives * Acts as a consultant to business lines regarding credit issues, processes and procedures * Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines * Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners * Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies * Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations * May communicates credit decisions to Relationship Managers and Account Managers * Manages and oversees workflow and adherence to policy for department * Participates in organizational cost benefit analysis and implementation * Manages activities by creating and maintaining quantifiable service level standards against business performance * Ensures timeliness of information and efficiency in process and workflow * Maintains confidentiality of credit and customer information at all times * May lead a team of Credit Analysts within a region or market **Education & Experience:** * Bachelor's degree or equivalent experience * 5+ years related experience * Strong understanding of commercial business development techniques and credit decisions. * Demonstrates business development track record * Strong market presence with wide network of outside referral sources for new business * Demonstrates credit and financial analysis skills * Refined negotiation skills * Demonstrates communication skills, both verbal and written. * Demonstrates PC skills **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families
    12d ago
  • Senior Investment Analyst

    Equityapartments

    Portfolio Manager Job 14 miles from Norwood

    Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT), means being part of a community and striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together. Our portfolio of high-quality properties in urban growth markets - New York City, Boston, Washington DC, Seattle, San Francisco and Los Angeles - provides homes where people most want to live, work and play. We've got the best people in the business, and our experience shows in our dedication to our residents and in how much we value each other as colleagues. That's why our employees say they are proud to work at Equity, a company that gives our residents a place where they can *Live Remarkably*, and offers a culture where our employees have the opportunity to make their mark. Under the direction of the VP, Investments, you will assist with the underwriting and due diligence process for all acquisitions, developments, dispositions, and renovations in the assigned portfolio. As a Senior Investment Analyst, you are tasked with helping to maximize EQR's overall portfolio value via ongoing investment performance monitoring and in depth portfolio level analysis. You will be heavily involved in monitoring and analyzing monthly portfolio operating statements, analyzing variances, and benchmarking performance, while proactively making suggestions to improve the ROI of portfolio assets. Each day will be unique, requiring an ability to work independently, ask questions when needed, think strategically, take initiative, and employ a diverse set of skills. **WHO YOU ARE** * **Analytical and Creative.** You like thinking outside the box to come up with smart solutions to new challenges, and you embrace the opportunity to live in the gray. * **A Strong Communicator.** Your writing and speaking skills are clear and effective, helping you connect well with others. * **Organized and Confident.** You are flexible, composed, and able to prioritize multiple tasks and deadlines simultaneously while confidently interacting with individuals across all levels of the organization. * **Motivated.** You invest extra energy to reach your goals. * **A Solution-Oriented Team Player.** You are united with teammates and follow through on commitments. * **A Self Starter:** You are intellectually curious and goal oriented; you like to solve complex problems and find unique solutions. **WHAT YOU'LL DO** * **Conduct financial modeling and due diligence analysis** for potential transactions and current assets. * **Monitor property operating results** as well as perform variance analysis to explain monthly and year-to-date results as compared to budgets. * **Closely monitor capital spending programs** including property redevelopment/renovations and retail Tenant Improvements to ensure that programs are within the planned budget guidelines. * **Interact on a daily basis with Investment Officers, Vice President of Property Management, Regional Managers**, commercial real estate brokers, appraisers, environmental consultants, real estate tax consultants, and internal EQR customers. * **Monitor local market conditions** including supply, demand, absorption, rents, and vacancy rates**,** and conduct research including comparative market analysis. * **Organize due diligence efforts** for transactions that are under agreement. Perform analysis of existing portfolio financials, property operations, and capital projects. * **Conduct portfolio analysis** in order to benchmark and improve investment performance. * **Work with internal revenue management team** to evaluate and improve pricing models, including LRO revenue management software and amenity value evaluations. * **Assist in monitoring regulatory and legislative developments** and managing participation in state and local affordable housing programs. * **Lead or participate in** other special projects as assigned. * **Participate in the full real estate ownership cycle:** Senior Investment Analysts are involved in the purchase of raw land, ownership of stabilized assets, and the disposition of assets out of the portfolio. **REQUIREMENTS** * Bachelor's Degree in Real Estate, Finance, Business, Engineering, or other related field. * 2-5 years related financial modeling experience with a strong understanding of financial and real estate concepts such as DCF, IRR, NPV, NOI, cap rates, etc. * Must possess a strong analytical mindset, as well as excellent written and verbal communication skills. * Demonstrated proficiency in Excel and Powerpoint and technical expertise with complex financial modeling. **REWARDS** *Base salary: $87000 - $120000 /year; in addition to base salary, a discretionary annual bonus is provided. The successful candidate's starting pay will be determined based on job-related skills, experience, and qualifications* We recognize everyone has different needs outside of work. That's why, in addition to a competitive benefits package (medical, dental, vision and paid time off), we offer many unique options to employees, like adoption benefits and paid time off for community service projects. To learn more, view our Total Wellbeing page Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT), means living our purpose: creating communities where people thrive. It means striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together. Our portfolio of high-quality properties in urban growth markets - New York City, Boston, Washington DC, Seattle, San Francisco, Southern California, and Denver - provides homes where people most want to live, work and play. We've got the best people in the business, as evidenced by our employee engagement scores and customer loyalty ratings. That's why our employees say they are proud to work at Equity, a company that gives our residents a place where they can Live Remarkably, and offers a culture where our employees have the opportunity to thrive. Equity Rewards When you join Equity Residential, you won't be treated as simply another employee - you will be considered a partner in our shared success. As such, we are committed to investing in your personal success through a benefits program that supports your Total Wellbeing. We recognize that everyone has different needs outside of work. That's why, in addition to a competitive benefits package (medical, dental, vision and paid time off), we offer many unique benefits options to employees, like a comprehensive wellness program, pet insurance, new parent benefits, and paid time off for community service projects. In addition to your next job, you can also find your next home with us! Rent discounts on Equity Residential apartment homes are available to our benefits-eligible employees. The amount of the discount offered is determined based on the market, ranging upwards from 20%. Learn more about our Total Wellbeing program Equity Values At Equity Residential, like our residents, our employees come from everywhere. A richly diverse work environment captures top talent, cultivates the best ideas, and creates the widest possible platform for success. By focusing on inclusion, these differences are harnessed to create value - in ideas, business practices, relationships, and employee engagement. As an Equal Opportunity Employer, we are committed to maintaining a diverse, inclusive and equitable work environment where our employees can thrive. All aspects of the employment process are merit-based. Every Equity employee is expected to maintain a work environment that is free from discrimination and harassment. Equity Residential does not discriminate against any employee or job applicant because of race, religion, color, creed, sex, sexual orientation, gender, sexual/gender ide
    4d ago
  • Senior Investor Services Analyst

    Gen 2 Careers

    Portfolio Manager Job 14 miles from Norwood

    The Senior Investor Services analyst is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams. Primary Responsibilities Will Include Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed. Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation) Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates) Review and/or maintain investor records across multiple internal and external systems Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors Review and/or prepare investor audit confirmations and monthly recurring deliverables Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms Track incoming capital call wires and prepare capital distributions payments across various client accounts Progressive responsibilities to include training of less experienced associates, and first level review of deliverables Ensure all work is completed in line with the service level agreement Liaise with the client service team to ensure efficient and excellent client service experience for Gen II's sponsors Ensure deliverables are executed in line with Gen II best practices, policies, and procedures Participate in special projects Operate efficiently in a deadline-driven, high volume, and everchanging environment Qualifications and Skills Bachelor's degree, degree in Business Administration or Economics is a plus 2-4 years' experience in the financial services Industry Proficiency with Microsoft 365 Private Equity or Hedge Fund Investor Services background a plus Demonstrate strong customer service/client relationship skills Ability to manage multiple tasks and projects with differing deadlines Impeccable attention to details Excellent verbal and written communications Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus Experience with Allvue CRM a plus The salary range for this position $70,000-$95,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate's experience level. Work Arrangement All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely. What we offer A challenging and rewarding role in a fast-growing organization Opportunities for personal and professional career development Great working environment, competitive salary, and benefits Opportunity to be part of an industry leading team known for service excellence About the Company Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Vancouver, London, Southampton, Dublin, Jersey, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Key Facts: Administering over $1T in assets Servicing nearly every significant investor in the asset class Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model. The most experienced and best performing team in the industry. https://gen2fund.com/candidate-privacy-statement/
    $70k-95k yearly 51d ago
  • Senior Private Investment Operations Analyst

    Propivotal

    Portfolio Manager Job 14 miles from Norwood

    ** Boston, MA 02110 - US** **Senior Private Investment Operations Analyst** Our partner company, a well-known Investment Management firm, located in Boston, is currently Senior Private Investment Operations Analyst to join their team. **Some must have qualifications for consideration:** - Minimum of 3 years of professional Investment Industry/Asset Management experience - Professional experience with private investment operations as well as experience with private equity technology used - Proven private deal/investment operations experience (knowledge of concepts across a range of asset classes including equity, credit, fund of fund, and PIPEs) - Ok with commuting to the downtown Boston office 3 days a week **Main Responsibilities Include:** - Supporting the Private Investment Team throughout the lifecycle of all private equity, private debt, and other fund investments - Managing the proper allocation of investment level expenses and the appropriate downstream communication - End-to-end processes and workflows to support new private funds - Execution of all components of the private deal lifecycle (pre/post execution, IPO and liquidity exits, corporate actions, and other deal approval processes) **Other Information:** - Hybrid role in Boston with 3 days on-site and 2 days remote - Base pay salary range of $90,000 - $120,000 / year + benefits and bonus structure Please submit your resume to this posting for consideration. No need to send a cover letter *There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.* *ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.*
    2d ago
  • Customer Portfolio Manager (CPM CS) Heavy Duty Outage Management

    GE Vernova

    Portfolio Manager Job 14 miles from Norwood

    Our mission is BIG. Our TRANSFORMATION is key - bringing the right businesses together to LEAD the ENERGY TRANSITION. Our TEAM is ready. Through relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future. What Impact you'll make: As the Site Customer Portfolio Manager (CPM) located in or near Wisconsin or Iowas, you will have a dynamic customer base with multiple locations you will need to demonstrate accountability for functional, business, and broad company objectives within Gas Power. You will be responsible for the profitability and customer satisfaction for assigned contracts and customer obligations, fulfill contract obligations, fixed price, and time and material program management, and interact with members of the customer service, parts and transactional services, field service, repair service, and/or other teams. High levels of operational judgment are required to achieve objectives. **Job Description** What you'll do + As the Customer Portfolio Manager, you will serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, customer communication and contribute to the overall business strategy inclusive of the P&L's and Growth Opportunity + Develop and own site customer communication plan, coordinate and facilitate regular "Customer meetings" reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer. + Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GE. + Be responsible for developing outage scope/communicating scope to the field services team. + Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable. + Provide leadership in owning and driving all emergent/forced outage matters to resolution. + Prepare, organize, and facilitate pre-outage planning meetings, post-outage meetings and outage milestone meetings including On-Site Repairs and Part and Component Repairs performed in GRS addressing repairs issues in the GE network. + Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure. What you'll bring: (Basic Qualifications) + Bachelor's Degree from an accredited University (OR an Associates degree from a college and 7 years of experience in a power generation industry) + Minimum of 5 years of Technical Turbine Field Services or/and Heavy Duty Gas / Steam or Aero Power experience Other Eligibility Requirement: + Ability to work up to 50% of the time at various sites located in Wisconsin and/or adjoining states + **National Relocation is offered within the US only to Wisconsin** if hired successfully. + No sponsorship nor is immigration service is offered + This position also requires inter-company travel to up to 25% What will make you stand out: + _You have a passion_ for leading by example with exceptional communication skills, time management and leadership in a proactive environment including advanced knowledge in Microsoft tools such as excel, and PowerPoint is strongly desired + _You are someone who brings vision_ for Lean Standard Work/Process Improvement with high level of operational judgment to achieve the position's objectives and strong experience in Lean processes and tools. GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* Benefits Available to You + Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. + A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today. + GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development. For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $118,000-155,000. USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, geographic location, and skill set. This position is also eligible for a 15% annual performance bonus. This position will stay open on the career website until at least Nov.12th, 2024. A geographic differential of 110%,120% or 130% of salary in certain areas of the USA may apply. **Inclusion & Diversity** At GE, we believe in the value of your unique identity, background, and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. Click here to learn more: **************************************************** About GE Gas Power GE Gas Power engineer's cleaner, more accessible energy that people depend on, powering growth and prosperity for people everywhere. Our leading technologies produce a third of the world's electricity thanks to our talented people, who make gas work for our customers, stakeholders, and the world. Through relentless innovation and continuous partnership with our customers, we are building the energy technologies of the future and providing the cleaner, more efficient power people depend on today. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** Yes \#LI-Remote - This is a remote position
    $118k-155k yearly 55d ago

Learn More About Portfolio Manager Jobs

How much does a Portfolio Manager earn in Norwood, MA?

The average portfolio manager in Norwood, MA earns between $72,000 and $213,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average Portfolio Manager Salary In Norwood, MA

$124,000

What are the biggest employers of Portfolio Managers in Norwood, MA?

The biggest employers of Portfolio Managers in Norwood, MA are:
  1. Barkan Companies
  2. Candidate.Guru Inc
  3. EP Wealth Advisors
  4. Citizens Alliance
  5. Blue Castle Agency
  6. CTH Recruiting
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