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Portfolio manager jobs in Orlando, FL

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  • Risk Manager

    Sotalent

    Portfolio manager job in Titusville, FL

    Risk Manager (Freelance/Full-Time) 📍 💼 Estimated Salary: $90,000 - $108,000 per year 🕘 Schedule: Monday-Friday, 8:00 AM - 4:30 PM | 40 hours/week As a Risk Manager, you will lead strategic initiatives to support and strengthen the organization's risk management and patient safety programs. This role focuses on clinical risk assessment, peer review coordination, and overall process improvement to ensure compliance, quality, and safety across the healthcare system. You'll collaborate with leadership and multidisciplinary teams to ensure that policies, standards, and procedures meet the highest benchmarks in healthcare. You will report to the Senior Vice President of Transformation and hold 24/7 accountability for risk management operations. Key Responsibilities Strategic & Operational Oversight Lead planning and execution within risk management functions to support organizational goals. Drive the execution of growth and compliance strategies that align with the organization's long-term objectives. Monitor and ensure department metrics meet national benchmarks across people, service, quality, growth, and finance pillars. Clinical Risk & Peer Review Coordinate with medical and nursing leadership to develop clinical peer review criteria and processes. Evaluate incident reports, patient/family concerns, and staff input to identify quality-of-care issues. Organize peer review documentation and support quality improvement activities. Compliance & Quality Assurance Maintain compliance with all federal, state, and local regulations, including Joint Commission and CMS standards. Guide accreditation, certification, and audit readiness across departments. Ensure timely and accurate regulatory reporting. Team Engagement & Development Create a collaborative and safe work environment that supports employee engagement. Oversee training, mentorship, and performance management for team members. Act as a backup to staff when needed to ensure operational continuity. Financial Responsibility Manage department budgets, control operational costs, and implement corrective measures for variances. Contribute to long-term financial sustainability while maintaining high-quality service. Required Qualifications Education Bachelor's degree in a related field required. An Associate's degree with 2+ years of supervisory experience may substitute. Experience 5+ years of experience in healthcare risk management preferred. 3+ years in a related field with at least 2 years in a leadership role required. Knowledge in self-insurance or captive insurance entities is a plus. Certifications Six Sigma Green Belt certification (required within 1 year of hire). Associate in Risk Management (ARM) or Certified Professional in Healthcare Risk Management (CPHRM) preferred. National Risk Management certification also preferred. Full-Time Benefits Coverage begins Day 1 Health, dental, and vision insurance 403(b) retirement plan Tuition reimbursement and educational assistance Flexible spending accounts and supplemental insurance 152 hours of personal leave annually Employee assistance programs and more
    $90k-108k yearly 2d ago
  • Prognostics Health Management (PhM) Manager 2

    Northrop Grumman 4.7company rating

    Portfolio manager job in Melbourne, FL

    RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Please note that this opportunity is contingent on program funding. Start dates are determined after funding confirmation. Northrop Grumman Aeronautics Systems has an opening for a Prognostics Health Management (PhM) Manager 2 to lead our PhM team. The position is located in Melbourne, FL. This position is fully onsite with no remote work available. Responsibilities include (but not limited to) the following: Advises activities for all product lifecycles for Prognostics Heath Management (PHM), and Modeling and Simulation Responsible for the cost, schedule and technical performance for the PHM, and Modeling and Simulation groups Acts as contact for disciplines' activities, leading review sessions with internal and external customers Supports design concepts, criteria and engineering efforts for product research, development, integration, test, and deployment / sustainment. Develops new business or expands capability with the programs. Establishes achievements and monitors alignment to master plans and schedules, identifies program problems and acquires solutions, such as allocation of resources or changing contractual specifications. Advises the work of employees supporting programs from technical, execution and administrative areas. Understands statistical analyses and analytic hierarchy processes, for qualified and quantifiable measures Understands rule-based and model based diagnostic approaches for Integrated Health Management Understands Availability as defined by RAM-C and Testability Analysis in support of Failure Mode Effects Criticality Analyses (FMECA) Our Leaders at Northrop Grumman live our values daily and encourage our teams to do the same. We do the right thing: upholding the highest ethical standards and facilitating a safe and respectful environment that attracts, retains, and inspires a diverse and engaged team. We do what we promise: holding yourself and others accountable to meet predictable and balanced results. We commit to shared success: operating as OneNG and removing barriers for our teams. Finally, We pioneer: setting a vision that shapes the future and inspires others. Basic Qualifications: Bachelor's Degree in a Science, Technology, Engineering, or Mathematics (STEM) field from an accredited university AND 9 years of related professional/military experience in Engineering, OR a Master's degree AND 7 years of related professional/military experience in Engineering. Experience with Modeling and Simulations tools. Experience with data analytics tools - MATLAB, Python, R, and /or SQL. Your ability to transfer and maintain the final adjudicated government Secret clearance, and any program access(es) required for the position within a reasonable period of time, as determined by the company. Preferred Qualifications: Master's degree in a STEM field (Mechanical, Electrical or Manufacturing). Active DoD Top Secret Clearance. Current Special Program Access (PAR/SAP). EVMS/Work Package Manager Experience. Experience performing PHM and Mod/Sim tasking to support programs. Experience with Mod/Sim tools. Experience with MATLAB, Python, R, and SQL. #AS-FA3 Primary Level Salary Range: $122,800.00 - $184,200.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
    $122.8k-184.2k yearly Auto-Apply 60d+ ago
  • Portfolio Manager, Digital Technology

    NBC Universal 4.8company rating

    Portfolio manager job in Orlando, FL

    The Portfolio Manager, Digital Technology, is responsible for overseeing the financial performance, compliance, and governance of technology projects and programs within the Digital & Technology division. This role involves collaboration with leadership, finance, and cross-functional teams to ensure projects align with strategic goals and are properly funded and tracked throughout their lifecycle. The Portfolio Manager, Digital Technology, supports the Project and Portfolio Management team by monitoring financial performance and ensuring compliance across all projects and programs within the Portfolio Management Function. This will require working closely with our entire leadership team within our Portfolio Intake/Demand, Portfolio Performance and Resource/Vendor Management functions. This role oversees ongoing portfolio analysis and program/project alignment throughout the Portfolio Management Lifecycle-from intake to closure. The manager ensures every project is properly funded and tracked by providing routine and ad hoc health reports using data-driven insights. They will serve as a liaison with finance, program management, and sr. leadership across both the team and broader executive leaders within the D&T Transformation Management Office. They will support governing and managing Project Lifecycle processes in partnership with direct leadership, governance best practices and PPM team. Ensure support for both Waterfall and Agile methodologies while actively supporting internal Communities of Practice. MAJOR RESPONSIBILITIES: Portfolio Oversight and Governance + Govern portfolio performance consistently to ensure alignment with strategic goals. + Ensure all funding data from Intake/Demand Mgt function are accurately accounted for and tracked. + Conduct portfolio reviews biweekly & monthly analyzing project's budget performance, raising any risks. + Maintain the portfolio repository in PPM tools by ensuring data accuracy. + Optimize system workflows for managing data from intake to tracking funding within the master portfolio. + Track portfolio risk trends, manage dependencies, and escalate issues as necessary. + Enforce compliance with internal controls, financial policies, and governance standards. Portfolio Analysis, Compliance and Reporting + Work with finance to track project funding and budget utilization, ensuring GAAP compliance. + Manage portfolio financial data, forecasts, CR impact assessments and variances. + Ensure accuracy of project forecasts, actuals, accruals and monthly reconciliation with finance. + Create monthly and quarterly reports for leadership and distribution to executives. + Provide ad hoc updates on project progress and financial status to leaders as needed. Dashboards and Data Analytics + Create/manage portfolio dashboards or scorecards (Power BI, Excel, PPM tools). + Provide insights on portfolio health, schedules, EAC, and projects forecasts. + Support executive decisions with scenario modeling and sensitivity analysis. + Set KPIs and benchmarks to monitor project and portfolio performance. Tool Administration Support + Act as a member of the centralized governance team to ensure system upkeep and data integrity. + Maintain and update PPM tools for accurate data and portfolio/project reporting. + Accountable for scheduled systems updates/troubleshooting issues. + Train staff on tool best practices and new features, when PPM tools are updated. + Track tool functionality, ensuring system required workflow updates are prioritized. Cross Functional Collaboration + Serve as the primary contact between portfolio team and finance to ensure accuracy of reporting between functions (i.e. Project forecasting, accruals Vs. actuals accuracy as well as OpEx Tracking) + Generate regular reports and dashboards that summarize portfolio financial status, cross-checking accuracy between various data sources prior to inclusion in executive level reporting. + Collaborate with cross-functional teams to ensure data consistency across systems and reporting. + Implement process improvements to streamline and enhance transparency to financial data. + Understands and actively participates in Environmental, Health & Safety responsibilities by following established UO policy, procedures, training and team member involvement activities. + Performs other duties as assigned. EDUCATION: + Bachelor's Degree in Business, Computer Science, Computer Information Systems, or related Information Technology field required. + Master's Degree in Business Administration, Technology, Finance or related business field preferred. EXPERIENCE: + 5+ years of experience as Portfolio Manager for a large enterprise. + 4+ years defining and managing complex technology portfolios. + Experience supporting Enterprise projects utilizing both Waterfall and Agile methodologies; or equivalent combination of education and experience. CERTIFICATIONS, LICENSES, REGISTRATIONS: Project Management Professional Certification (PMP) preferred. ADDITIONAL INFORMATION: + Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. + Outstanding communication skills both written and verbal. + Build effective relationships with core and extended team members, functional managers, senior management and customers. + Ability to work without significant direction with an attention to detail. + Ability to recommend modifications to overall direction of portfolio or program to meet organizational goals. + Ability to solve complex, multi-faceted problems. + Able to influence others or gain acceptance in sensitive situations. + Develop and deliver persuasive presentations stakeholder groups. + Direct and indirect supervisory and coaching experience. + Strong financial acumen with deep understanding of capital planning/GAAP + Advanced Excel, Power BI, and data modeling skills + Ability to translate financial and project data into actionable insights. + Excellent communication and executive presentation abilities. + Strategic thinker with hands-on analytical capabilities and attention to detail. + Leadership experience managing analysts or cross-functional project teams. + Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. + Consistent attendance is a job requirement. Your talent, skills and experience will be rewarded with a competitive compensation package. Universal is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at Universal Orlando via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Universal Orlando HR/Recruitment will be deemed the sole property of Universal Orlando. No fee will be paid in the event the candidate is hired by Universal Orlando as a result of the referral or through other means. Universal Orlando Resort. Here you can. Universal Orlando is an equal opportunity employer. Universal elements and all related indicia TM & © 2025 Universal Studios. All rights reserved. EOE
    $86k-146k yearly est. 8d ago
  • Portfolio Manager, Digital Technology

    Universal Orlando 4.0company rating

    Portfolio manager job in Orlando, FL

    The Portfolio Manager, Digital Technology, is responsible for overseeing the financial performance, compliance, and governance of technology projects and programs within the Digital & Technology division. This role involves collaboration with leadership, finance, and cross-functional teams to ensure projects align with strategic goals and are properly funded and tracked throughout their lifecycle. The Portfolio Manager, Digital Technology, supports the Project and Portfolio Management team by monitoring financial performance and ensuring compliance across all projects and programs within the Portfolio Management Function. This will require working closely with our entire leadership team within our Portfolio Intake/Demand, Portfolio Performance and Resource/Vendor Management functions. This role oversees ongoing portfolio analysis and program/project alignment throughout the Portfolio Management Lifecycle-from intake to closure. The manager ensures every project is properly funded and tracked by providing routine and ad hoc health reports using data-driven insights. They will serve as a liaison with finance, program management, and sr. leadership across both the team and broader executive leaders within the D&T Transformation Management Office. They will support governing and managing Project Lifecycle processes in partnership with direct leadership, governance best practices and PPM team. Ensure support for both Waterfall and Agile methodologies while actively supporting internal Communities of Practice. MAJOR RESPONSIBILITIES: Portfolio Oversight and Governance Govern portfolio performance consistently to ensure alignment with strategic goals. Ensure all funding data from Intake/Demand Mgt function are accurately accounted for and tracked. Conduct portfolio reviews biweekly & monthly analyzing project's budget performance, raising any risks. Maintain the portfolio repository in PPM tools by ensuring data accuracy. Optimize system workflows for managing data from intake to tracking funding within the master portfolio. Track portfolio risk trends, manage dependencies, and escalate issues as necessary. Enforce compliance with internal controls, financial policies, and governance standards. Portfolio Analysis, Compliance and Reporting Work with finance to track project funding and budget utilization, ensuring GAAP compliance. Manage portfolio financial data, forecasts, CR impact assessments and variances. Ensure accuracy of project forecasts, actuals, accruals and monthly reconciliation with finance. Create monthly and quarterly reports for leadership and distribution to executives. Provide ad hoc updates on project progress and financial status to leaders as needed. Dashboards and Data Analytics Create/manage portfolio dashboards or scorecards (Power BI, Excel, PPM tools). Provide insights on portfolio health, schedules, EAC, and projects forecasts. Support executive decisions with scenario modeling and sensitivity analysis. Set KPIs and benchmarks to monitor project and portfolio performance. Tool Administration Support Act as a member of the centralized governance team to ensure system upkeep and data integrity. Maintain and update PPM tools for accurate data and portfolio/project reporting. Accountable for scheduled systems updates/troubleshooting issues. Train staff on tool best practices and new features, when PPM tools are updated. Track tool functionality, ensuring system required workflow updates are prioritized. Cross Functional Collaboration Serve as the primary contact between portfolio team and finance to ensure accuracy of reporting between functions (i.e. Project forecasting, accruals Vs. actuals accuracy as well as OpEx Tracking) Generate regular reports and dashboards that summarize portfolio financial status, cross-checking accuracy between various data sources prior to inclusion in executive level reporting. Collaborate with cross-functional teams to ensure data consistency across systems and reporting. Implement process improvements to streamline and enhance transparency to financial data. Understands and actively participates in Environmental, Health & Safety responsibilities by following established UO policy, procedures, training and team member involvement activities. Performs other duties as assigned. EDUCATION: Bachelor's Degree in Business, Computer Science, Computer Information Systems, or related Information Technology field required. Master's Degree in Business Administration, Technology, Finance or related business field preferred. EXPERIENCE: 5+ years of experience as Portfolio Manager for a large enterprise. 4+ years defining and managing complex technology portfolios. Experience supporting Enterprise projects utilizing both Waterfall and Agile methodologies; or equivalent combination of education and experience. CERTIFICATIONS, LICENSES, REGISTRATIONS: Project Management Professional Certification (PMP) preferred. ADDITIONAL INFORMATION: Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Outstanding communication skills both written and verbal. Build effective relationships with core and extended team members, functional managers, senior management and customers. Ability to work without significant direction with an attention to detail. Ability to recommend modifications to overall direction of portfolio or program to meet organizational goals. Ability to solve complex, multi-faceted problems. Able to influence others or gain acceptance in sensitive situations. Develop and deliver persuasive presentations stakeholder groups. Direct and indirect supervisory and coaching experience. Strong financial acumen with deep understanding of capital planning/GAAP Advanced Excel, Power BI, and data modeling skills Ability to translate financial and project data into actionable insights. Excellent communication and executive presentation abilities. Strategic thinker with hands-on analytical capabilities and attention to detail. Leadership experience managing analysts or cross-functional project teams. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Consistent attendance is a job requirement. Your talent, skills and experience will be rewarded with a competitive compensation package. Universal is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at Universal Orlando via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Universal Orlando HR/Recruitment will be deemed the sole property of Universal Orlando. No fee will be paid in the event the candidate is hired by Universal Orlando as a result of the referral or through other means. Universal Orlando Resort. Here you can. Universal Orlando is an equal opportunity employer. Universal elements and all related indicia TM & © 2025 Universal Studios. All rights reserved. EOE
    $92k-126k yearly est. 8d ago
  • Licensed Portfolio Community Manager-Kissimmee

    Empire Management Group

    Portfolio manager job in Kissimmee, FL

    The Community Association Manager is accountable for managing an assigned portfolio of communities to provide an agreed scope of services and achieve targeted service and financial goals. Functions Teamwork- Demonstrate a commitment to Empire and team goals. Complete tasks in a timely and effective manner. Participate in process improvement teams as needed. Communication- Identify and communicate key messages to association board members, homeowners, customer care representatives, vendors, and others. Maintain property fact sheets. Coordinate and attend board/Membership meetings. Architectural Requests- Review applications for compliance-based on association restrictions and forward applications to appropriate board/committee with a recommendation. Facilities Management and Maintenance- Establish and maintain agreed standards for operations and maintenance. Procure and manage service providers. Scheduling and conduct community and common area inspections. Provide a complete, timely, and effective covenant enforcement service. Vendor Management- Conduct effective vendor bidding processes (bidding, hiring, monitoring) that demonstrate professional contract management practices. Customer Service- Ensure the timely, efficient, customer-oriented handling and resolution of each inquiry, request, dispute, or complaint (via telephone, e-mail, and face to face) by establishing needs, investigating problems, implementing agreed solutions, and documenting as appropriate. Safety and Security- Contribute to safety and security for each community by developing and implementing emergency and/or disaster preparedness plans, monitoring gate access controls, and identifying other safety issues and unsafe conditions during property inspections. Special Projects- Effectively manage the on-time, on-budget completion of special projects that meet agreed objectives. Knowledge and Skills Working knowledge of federal and state laws governing the operation of community associations. Good working knowledge of the community's governing document and rules. Excellent people skills and proven ability to maintain working relationships with developers, boards, homeowners, vendors, and fellow employees. Superior communication, and networking ability. Strong speaking and writing skills, with the ability to communicate effectively on a variety of levels. Strong organizational and conflict resolution skills. Computer skills in Windows Suite and Community Association Software. Minimum Qualifications 1+ years of experience within the community association industry within managing portfolios required. Must have a valid driver's license and current vehicle liability insurance. Valid Florida Community Association Manager License Must be able to attend board meetings in the evenings and respond to after-hours emergencies as necessary. Benefits will be offered. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule: Monday to Friday Community Association Management: 1 year (Required) License/Certification: LCAM LICENSE (LICENSED COMMUNITY ASSOCIATION MANAGER) (Required)
    $68k-123k yearly est. 60d+ ago
  • Project Portfolio Manager

    Frontline Insurance

    Portfolio manager job in Lake Mary, FL

    At Frontline Insurance, we are on a mission to Make Things Better, and our Project Portfolio Manager plays a pivotal role in achieving this vision. We strive to provide high quality service and proactive solutions to all our customers to ensure that we are making things better for each one. What makes us different? At Frontline Insurance, our core values - Integrity, Patriotism, Family, and Creativity - are at the heart of everything we do. We're committed to making a difference and achieving remarkable things together. If you're looking for a role, as a Project Portfolio Manager, where you can make a meaningful impact and grow your career, your next adventure starts here! Our Project Portfolio Managers enjoy robust benefits: Health & Wellness: Company-sponsored Medical, Dental, Vision, Life, and Disability Insurance (Short-Term and Long-Term). Financial Security:401k Retirement Plan with a generous 9% match Work-Life Balance: Four weeks of PTO and Pet Insurance for your furry family members. What you can expect as a Project Portfolio Manager: Lead the team of project managers. Strategically staff the project management team with the resources required to support the company objectives. Provide training to new project management staff. Centralize, standardize, and organize project management processes and methods. Develop and maintain project management tools used in analysis and execution of projects. Challenge current methods and processes to find more innovative solutions where possible. Navigate constraints to ensure maximum project output. Partner with the Program Development team and IT to establish and maintain the enterprise project roadmap. Manage third party relationships in the context of project management. Work with Program Development on the prioritization of projects. Oversee projects at a high level to ensure the project objectives and timelines are achieved. Escalate project and project roadmap risks to Director of Project and Agile Excellence where appropriate. Participate in project management activities where appropriate and in support of the company initiatives. What we are looking for as a Project Portfolio Manager: A bachelor's degree or master's degree in a related field. Project Management Professional (PMP) certification a plus. Agile Certified Practitioner (PMI-ACP) certification a plus. Experience as an IT project manager. Why work for Frontline Insurance? At Frontline Insurance, we're more than just a workplace - we're a community of innovators, problem solvers, and dedicated professionals committed to our core values: Integrity, Patriotism, Family, and Creativity. We provide a collaborative, inclusive, and growth-oriented work environment where every team member can thrive. Frontline Insurance is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. #LI-JF1
    $68k-124k yearly est. 60d+ ago
  • Portfolio Manager (Private Wealth Management)

    Foundation Risk Partners 3.8company rating

    Portfolio manager job in Winter Park, FL

    Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Portfolio Manager to their Investment Team at Advus Financial Partners in their Winter Park, FL office. We are seeking an experienced Portfolio Manager to join our investment team. This senior-level role will be responsible for designing and implementing asset allocation strategies, leading investment manager due diligence, monitoring and trading client portfolios, and contributing thought leadership on market trends and economic developments. The ideal candidate will bring strong analytical skills, a passion for markets, and a commitment to delivering superior client outcomes. Essential Functions: Asset Allocation & Strategy Develop and maintain strategic and tactical asset allocation models across multiple risk profiles. Manager Due Diligence Lead the evaluation and selection of investment managers and strategies across multiple asset classes. Prepare and present due diligence reports to the investment committee. Portfolio Management & Trading Monitor client portfolios for adherence to investment policy statements and risk parameters. Execute trades and rebalance portfolios as needed to maintain target allocations. Thought Leadership Produce market commentary, white papers, and client-facing insights on current events and investment themes. Participate in client meetings to explain portfolio positioning and performance. Minimum Qualifications: Bachelor's degree in Finance, Economics, Accounting, or a related field; advanced degree preferred. CFA designation strongly preferred or significant progress toward completion. 5+ years of experience in financial services, preferably in portfolio management, investment research, or related roles. Proven ability to design asset allocation strategies and manage multi-asset portfolios. Strong understanding of investment products, financial planning principles, and trading operations. Proficiency in Microsoft Excel and other Office applications. Proficiency with investment analytics platforms such as Morningstar Direct or similar tools. Familiarity with CRM systems and portfolio management software. Excellent analytical, written, and communication skills. Ability to work independently and collaboratively in a fast-paced environment. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
    $66k-120k yearly est. Auto-Apply 58d ago
  • Portfolio LCAM

    Artemis Lifestyle Services, LLC

    Portfolio manager job in Rockledge, FL

    Job DescriptionDescription: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements: Qualifications: Proficient in accounting software (experience with Caliber or Vantaca is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.
    $68k-123k yearly est. 20d ago
  • Portfolio Manager Associate

    City National Bank 4.9company rating

    Portfolio manager job in Lake Mary, FL

    WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for Royal Bank of Canada (RBC) Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. WHAT WILL YOU DO? * Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients. * Client calls and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing review calls, build the client relationship and rapport, discuss the relevant economic outlook and the applicability to the client's portfolio and goals - Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses * Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients * Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations. * Monitor client portfolios for deviations from specified strategy or to provide investment recommendations. * Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations. * Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members * Reinforce PM/Research guidance throughout the team environment, i.e., a bridge between PMs/Research to teammates. * Promote the development and growth of our colleagues; nurture and care about their aspirations and goals. * Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm. * Support the management of process control on the team. * Complete special projects as requested. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years of experience in Investment Management * FINRA Series 7 and 66 securities or ability to obtain *Additional Qualifications* * Masters Degree preferred * Think and act like a PM; stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors * Well-versed on RBC Rochdale investment products, macro-economic environment, and able to tell the RBC Rochdale story to convey our value-proposition, and convey and reinforce our messaging * Interest in, desire to follow, and love for markets * Ability to articulate the complex in understandable and consumable terms to advisors and clients with varied investment knowledge and understanding; shift seamlessly from high-level concepts to drill down into specifics * Skill in demonstrating empathy, emotional intelligence, relationship management, and communications * Extensive knowledge of markets and industry as well as portfolio management expertise * Comprehensive understanding of RBC Rochdale investment and research philosophy * Analytical skills, ability to translate and implement theoretical into practical, flawless execution and quality, and attention to detail * Operate well in a high growth environment; ability to manage high volume task orientation while contemplating future growth and team capabilities * Ability to work independently and use sound judgment * Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio accounting system * Assessment of skills and capabilities of others * Teaching skills * Continuous improvement mindset * Strong problem solving skills *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $92.1k-156.9k yearly 47d ago
  • SVP, Senior Portfolio Manager/Middle Market Specialty PM

    Axiom Banking

    Portfolio manager job in Maitland, FL

    At Axiom Bank we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization this is an exciting time to get on board! We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees: * 12 Paid Holidays * Generous Paid Time Off * 4% Match on our 401(k) * Medical, Dental and Vision Benefits * 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability Key Responsibilities and Accountabilities * Manages the credit analytical function in support of the DI commercial portfolio including: timely development of new loan proposals, annual or more frequent internal loan reviews, and monitoring of risk ratings, exception, and covenants compliance. * Reviews the work product of the credit analysts for accuracy and completeness. * Personally underwrites and documents complex credits as necessary. Performs credit investigations in partnership with deal team members and demonstrates an ability to work directly with clients and other involved third parties to augment credit decision making * Ensures reporting data integrity, in particular the monthly confirmation of risk ratings for internal and external reporting purposes. * Provides for stress testing within the banks portfolio segments which are sensitive to changing market conditions in concert with senior management and/or regulatory defined what if scenarios. * Keeps management informed of any material issues affecting the loan portfolios, loan policies and unusual individual loan transactions of significant size or risk. * Provides for the development of revisions of policies, procedures and agreements to ensure compliance with the regulatory guidance. * Ensures that deviations from policy are identified, reported, and approved or corrected. * Coordinates materials and scheduling of Executive and Board Credit Committee meetings. * Provides advice and guidance to lending management and staff. Consults with lending personnel as to risk on complex or unusual loan requests. * Works in concert with the Chief Credit Officer regarding examination of lending practices and policies for compliance with regulations. * Resolves credit policy issues identified internally or by regulators by coordinating due diligence efforts with line of business managers. * Supervises loan reviews and monitors collection of financial statements. Supervision of Personnel * Credit Analyst(s) & Commercial Credit Specialist, if required Working Conditions * This position is performed in a regular office work environment, including ability to lift and carry files of up to 10 lbs. Extensive use of computer terminal and keyboard. The incumbent will be expected to be able to work Monday through Friday and work will mainly be performed at the Maitland location; occasional evening and weekend work may be required. Flexibility with work location and hours may be granted if circumstances permit. Travel * Less than 10% Qualifications Summary Education * Bachelors degree in Finance, Accounting, or Business program. Experience and Qualifications * Minimum of 10+ years of banking with a minimum of 5 years credit and credit managerial experience in policy, analysis, loss mitigation/workout, loan servicing and regulatory compliance. Other Knowledge & Skills: * Strong analytical and presentation skills, strong managerial skills, team oriented. * Detail orientation. * Ability to set and adjust priorities as needed to meet critical deadlines. * Proficiency in financial statement/credit analysis. * Proficient in Word, Excel, Outlook, and financial analysis software. Other Duties - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. (Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at
    $98k-172k yearly est. 9d ago
  • Portfolio Manager

    Fairwinds Credit Union 4.5company rating

    Portfolio manager job in Orlando, FL

    Financial Freedom Happens Here - and it starts with YOU. At FAIRWINDS Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you. Our Commercial Banking team is growing and in need of an additional Portfolio Manager! This role is responsible for providing an unbiased and objective review of the existing borrowing relationships and thoroughly disclosing all identified risks, assessing mitigating factors, and disclosing in the credit approval memorandum. Your Role in Our Mission: Provide unbiased reviews of borrowing relationships, identifying risks and mitigates in the credit approval memorandum. For credit facility renewals, determines the compliance with existing credit agreements, identifies defaults, and if appropriate, recommends modifications. A critical component of this role is early identification of emerging credit problems and industry trends. Responsible for accurately reflecting all loan terms, collateral, covenants, loan grade inputs, policy exceptions, and calculating credit exposure for a given relationship. Loan portfolio to include the primary asset types such as office, retail, industrial, and multi-family as well as more specialized asset classes inclusive of but not limited to self-storage, hotel, restaurants, and single-family rental properties. Works with the Lender to obtain all necessary information to complete annual reviews, renewals and modifications of existing credits. Review and analyze borrower financial information including corporate financial statements and tax returns to determine borrower financial condition and develop cash flow analysis. Review and analyze personal financial information for guarantors including personal financial statements, tax returns, real estate owned schedules, and liquidity statements to determine financial strength of guarantor. Proactively identifies opportunities for expanding existing relationships within an assigned portfolio. Responsible for monthly review of received borrowing base certificates and account receivable aging reports. What Makes You a Great Fit: Bachelor's degree (B.A.), preferably in Accounting, Finance or Business or equivalent in specific work experience Four to six years of related experience in Financial Services, Banking, and Credit Analysis Experience with nCino, Sageworks, Moody's, and CoStar preferred Strong writing skills Loan Review or similar background RMA - Credit Risk Certification A Culture of Care and Reward: You give your best, and we give back with a comprehensive and meaningful rewards package: Enjoy 11 paid holidays and generous paid time off to recharge and reset Build your future with a 6% 401(k) match Receive a $700 annual contribution to your Health Savings Account Access our comprehensive maternity leave program to support growing families Stay covered with medical, dental, vision, disability, and life insurance Grow your career through leadership development, tuition assistance, and advancement opportunities Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program Thrive in a purpose-driven, people-first culture where your impact matters This is more than your next job. It's your next step in changing lives; starting with your own! About FAIRWINDS Credit Union At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members' lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we're nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes' 2024 Best-in-State Credit Unions and one of Orlando Business Journal's Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!
    $56k-80k yearly est. 50d ago
  • Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Truist Financial Corporation 4.5company rating

    Portfolio manager job in Orlando, FL

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for the most complex and largest credit relationships and circumstances with Wholesale Banking clients and actively manages a portfolio within the Dealer Services segment. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 7+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Dealer Services Industry expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Atlanta #Orlando #Charlotte General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $68k-113k yearly est. 44d ago
  • Manager, Value Creation & Investments (Private Equity)

    Assistrx 4.2company rating

    Portfolio manager job in Orlando, FL

    AssistRx is a market leader in specialty medication access technology and services. Through a combination of advanced software, data intelligence, and end-to-end patient support solutions, we accelerate therapy initiation and improve patient outcomes for pharmaceutical and biotech partners. As a high-growth, tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator-where data, insights, and disciplined capital deployment drive meaningful impact. About the Role The Senior Manager, Strategic Finance & Investments is a high-impact, analytical powerhouse role for someone who thrives at the intersection of strategic finance, investment analysis, and value creation. You will act as a trusted strategic partner to senior executives, owning the models, insights, and investment frameworks that shape the company's long-term strategy, pricing, operational performance, and allocation of capital. This is an individual contributor role with outsized influence-ideal for top performers from investment banking, private equity, management consulting, or corporate development who want meaningful ownership, exposure to senior leadership, and the ability to directly influence decision-making. What You'll LeadStrategic Modeling & Investment Analysis Build and maintain dynamic, multi-scenario financial models to evaluate new initiatives, pricing strategies, product expansion opportunities, and value creation initiatives. Lead ROI analysis and capital allocation recommendations for strategic investments, new offerings, and operational improvements. Partner with executives to quantify strategic options and define the financial implications of key decisions. Performance Analytics & Value Creation Develop and maintain KPI frameworks, dashboards, and portfolio-like performance reporting across service lines. Identify operational levers that drive margin expansion, throughput gains, and long-term EBITDA growth. Provide recurring performance insights to leadership and partner teams to drive accountability and execution. Executive & Board-Level Communication Craft high-quality materials for board meetings, investor discussions, and executive leadership sessions. Distill complex analysis into clear, strategic recommendations to influence senior decision-makers. Support CEO, CFO, and SVP-level requests with rapid analyses and strategic insights. Cross-Functional Partnership Collaborate with Operations, Product, Sales, Data, and Commercial teams to ensure alignment between financial goals and execution plans. Serve as a strategic finance thought partner to business leaders in evaluating performance and scaling opportunities. Mentor junior team members, raising the bar on analysis, modeling, and strategic rigor. Requirements Who You Are Investment-Minded Strategist You bring 4-6+ years of experience in: Investment banking (preferred) Private equity Management consulting Strategic finance at a high-growth, tech-enabled company You think in terms of value creation, return on invested capital, and strategic risk-adjusted decision-making. Analytical Athlete You are fluent in valuation, scenario modeling, and financial architecture. Excel is your primary toolkit for structuring ambiguity and building decision frameworks. You can pressure-test assumptions and build models that withstand executive scrutiny. Executive-Ready Communicator You synthesize complex data into clear narratives and strategic insights. You influence decisions with confidence and credibility. You can operate at high speed without sacrificing accuracy. Builder With an Operator's Mindset You work with urgency, precision, and ownership. You thrive in environments that scale quickly and expect high performance. You enjoy turning ambiguous problems into structured solutions. Required Bachelor's degree in Finance, Economics, Accounting, or related field (MBA/CPA a plus). 4+ years of post-graduate experience in IB, PE, consulting, corporate development, or strategic finance. Deep experience building complex models (3-statement, scenario, valuation, KPI-driven). Advanced Excel and PowerPoint skills. Experience producing materials for C-suite or board audiences. Strong understanding of P&L management, unit economics, ROI frameworks, and capital allocation. Proven ability to influence senior leadership in high-stakes environments. Preferred Experience in healthcare, life sciences, or tech-enabled services. Experience with systems such as NetSuite, Adaptive Insights, or Power BI. Exposure to portfolio operations, commercial strategy, or transformation initiatives. Track record of driving performance improvement in high-growth environments. Travel Occasional travel to Orlando, FL (position is remote-friendly). Why This Role Is Exceptional Strategic visibility - direct partnership with CEO, CFO, COO, and senior executives. PE-caliber work - investment modeling, performance analytics, value creation, and financial strategy. Operator impact - unlike IB/PE roles, you see your analysis turn into real execution. High-growth environment - meaningful influence in a scaling, industry-leading organization. Benefits Meaningful work that improves access to critical therapies and enhances patient outcomes. Collaborative culture where finance is a true strategic partner, not a back-office function. Exposure to executive leadership and high-impact decision-making. Competitive compensation, performance bonuses, and comprehensive benefits. Supportive, progressive, fast-paced environment Competitive pay structure Matching 401(k) with immediate vesting Medical, dental, vision, life, & short-term disability insurance AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws. All offers of employment with AssistRx are conditional on the successful completion of a pre-employment background check. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization are not available for this position. AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered the property of AssistRx, and no fee will be paid in the event of a hire
    $82k-109k yearly est. Auto-Apply 19d ago
  • VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    Synchrony 4.4company rating

    Portfolio manager job in Altamonte Springs, FL

    **Role Summary/Purpose:** As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full ownership of credit management activities and drive P&L outcomes that support the company's financial objectives. You will lead credit and operational risk assessments, credit policy enforcement, delinquency and fraud mitigation, and portfolio monitoring. In addition, you will influence deal structuring, pricing strategy, and evaluation of new portfolios and programs to optimize performance. This role serves as the primary credit liaison to the clients and internal teams, requiring strong cross-functional collaboration and leadership in delivering business and functional initiatives. **_Our Way of Working_** **_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._** **Essential Responsibilities:** + Own the partnership with the client to minimize risk exposure for both Synchrony and the retailer partners, while strategically growing the portfolio. + Collaborate effectively across functions to promote sustainable portfolio growth, enhance client satisfaction, and improve the customer experience within established risk guidelines. + Develop and deliver comprehensive presentations to clients and leadership that communicate credit performance and support data-driven decision making. + Champion innovative credit, fraud and authentication risk strategies by leveraging champion/challenger approaches to optimize portfolio performance + Provide credit oversight and expert input on deal renewals, new products, and pricing decisions, ensuring alignment with the company's risk appetite and portfolio objectives. + Set clear expectations and guidelines regarding risk tolerance and prudent portfolio growth to internal stakeholders. + Maintain a credible, constructive challenge to critical credit decisions and business processes to safeguard portfolio integrity. + Lead planning and coordination efforts with client teams to align business plans and strategic priorities. + Mentor and develop credit team members by imparting technical knowledge and fostering business acumen. + Undertake other responsibilities and special projects as required to support organizational goals. + Perform other duties and/or special projects as assigned. **Qualifications/Requirements:** + Strong programming skills in SAS, R, or Python with extensive experience analyzing large data sets using advanced modeling & data mining techniques to generate strategic, actionable credit insights. + Proficient experience with Tableau, SAS Visual Analytics, or similar tool + Demonstrated intellectual curiosity and a proactive approach to exploring complex credit risk challenges, continuously seeking innovative solutions and data-driven insights to enhance portfolio performance. + Proven leadership experience operating at a strategic level within cross-functional teams. + Bachelor's degree with 5+ years in a strategic analytical role, or alternatively, 9+ years of equivalent strategic analytical experience without a bachelor's degree. + Minimum of 5 years of leadership experience in portfolio management, emphasizing credit strategy, credit policy, and effective internal and external communications. + Demonstrated experience developing consumer credit risk strategies. + Excellent communication and presentation skills with the ability to engage and influence Synchrony senior leaders and client stakeholders + **Ability and flexibility to travel for business as required** **Grade/Level: 12** The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. **Eligibility Requirements:** + You must be 18 years or older + You must have a high school diploma or equivalent + You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process + You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. + New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Our Commitment:** When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. **Reasonable Accommodation Notice:** + Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. + If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time **Job Family Group:** Credit
    $84k-135k yearly est. 22d ago
  • Senior Asset Manager - Orlando Neighborhood Improvement Corporation

    Armstrong Mc Guire

    Portfolio manager job in Orlando, FL

    Job Description Ask Yourself? Are you a strategic, results-oriented asset management professional looking to make a meaningful difference while deepening your expertise in affordable housing? Are you an expert in preserving, managing, and strengthening a portfolio of affordable housing properties? Would you like to join an award-winning nonprofit whose mission is building and maintaining affordable communities with enhanced services in Central Florida? Why? The Orlando Neighborhood Improvement Corporation (ONIC) is expanding their team with a new Senior Asset Manager position. ONIC's approach to affordable housing is carried out through Asset Management focused on maintaining the investment of the portfolio. The organization is dedicated to preserving, managing, and strengthening the existing portfolio of affordable housing properties. This involves addressing physical and financial needs of ONIC's owned properties, which over time require comprehensive renovations to be of sound quality and affordability. A priority for ONIC is to address the physical needs of the existing portfolio of properties. The current focus leading into the next five years is on completing strategic redevelopments and comprehensive rehabs and including sustainability and overall facility improvements. Want to know more, visit Homepage - Orlando Neighborhood. What Will You Do as ONIC's Senior Asset Manager? The Senior Asset Manager, under the direction of the CFO, will be responsible for the oversight and management of the operating real estate portfolio owned and operated by ONIC, its affiliates, and its partnerships. The ideal candidate will have a deep understanding of the affordable housing market, strong financial acumen, and a proven track record in asset management. ONIC's existing portfolio, which includes 12 properties and 1,501 units, serves an essential role in providing affordable housing in an increasingly competitive market. By executing its focused asset management strategy, ONIC will ensure that these properties continue to serve as vital housing resources for low-to-moderate income residents. Responsibilities include: Oversee and manage a diverse portfolio of affordable housing assets, including oversight of the financial and physical condition of the properties, budgets, cash management, and long-term planning. Monitor all debt and equity financing requirements, including HUD and Section 42 LIHTC compliance. Evaluate and manage property management performance while identifying and managing refinancing and repositioning opportunities across the portfolio. Develop and implement strategies to maximize asset value and minimize risk including energy efficiency, insurance structuring, emergency preparedness, compliance, and property management policies. Prepare and present annual and quarterly progress reports to the CFO, CEO, Board of Directors, and Board Committees; maintain reporting compliance for investors, lenders, and all partners. Coordinate with resident services the needs of residents and resident boards; ensure that resident programs are budgeted for, and that property management is assessed as needed. Manage and coordinate the work of project teams including architects, contractors, engineers, consultants and property managers to ensure adherence to project budget and schedule, cost containment, regulatory compliance, and quality control. Negotiate agreements or secure bids; review bids presented by the property management companies and make recommendations for changes or approval to ONIC leadership. Oversee marketing and lease up programs for new properties in coordination with the real estate development team and CFO. Key Lived Experiences, Attributes and Skillsets of the Senior Asset Manager Bachelor's degree in business, real estate, management, finance, urban planning, public administration, property management, and/or asset management. Minimum seven (7) years of asset management experience, preferably with affordable multi-family housing. Proven skills in managing affordable housing small-scale rehab and affordable housing construction projects ranging from $5,000 to $500,000 preferred. Experience with federal, state, local housing programs and funding sources including LIHTC, HOME and CDBG. Strong organizational and project management skills and ability to coordinate complex activities, manage conflicting demands, and meet deadlines. Ability to create and analyze real estate financial reports and budgets. Proficiency with Microsoft Office, especially Excel. Current driver's license and proof of motor vehicle liability insurance required. More About ONIC? Founded in 1985, the Orlando Neighborhood Improvement Corporation (ONIC) is a nonprofit housing development organization dedicated to building and maintaining affordable communities with enhanced services in Central Florida. For nearly four decades, ONIC has delivered quality, affordable multi-family rental housing that supports long-term housing stability for low-to-moderate income families across the region. ONIC has developed more than 26 affordable and mixed-income communities and manages a portfolio of over 1,500 rental homes. ONIC has built an award-winning track record of creating well designed, quality housing and living environments. Its communities include fully affordable developments as well as mixed-income communities where affordable units are integrated with market-rate housing. Think you are ONIC's first Senior Asset Manager? To apply, scroll to the bottom of this page. You will see instructions for uploading your compelling cover letter, resume, and salary requirements. Please provide all requested information to be considered. In case of any technical problems, contact ***************************. No phone calls, please, and no applications will be accepted by email or directly from third-party posting sites. Salary is commensurate with experience and is in the $90,000 range. This is a full-time, hybrid position. Benefits include: (12) paid holidays, accrued vacation and sick time, (4) medical insurance options, dental and vision insurance, short and long-term disability, a 403b retirement plan and a health saving account option. Orlando Neighborhood Improvement Corporation is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Orlando Neighborhood Improvement Corporation's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.
    $90k yearly Easy Apply 39d ago
  • Asset Manager

    GDIT

    Portfolio manager job in Cape Canaveral, FL

    Type of Requisition: Regular Clearance Level Must Currently Possess: Top Secret/SCI Clearance Level Must Be Able to Obtain: Top Secret SCI + Polygraph Public Trust/Other Required: None Job Family: Logistics Job Qualifications: Skills: Analytical Thinking, Inventory Management, Logistics Certifications: None Experience: 5 + years of related experience US Citizenship Required: Yes Job Description: The Asset Manager is responsible for administrative duties within the IT procurement and inventory management task; Maintains records and databases containing information regarding licenses, contracts, and service agreements for the organization's hardware and software. Minimizes organizational cost through product standardization and tracking. Tracks quality throughout the product lifecycle and project future acquisitions of any needed resource. The Asset Manager routinely conduct inventory to account for existing resources and future mission requirements. This position will support activities within SAPs supporting Department of Defense (DoD) agencies such as HQ Air Force, Office of the Secretary of Defense (OSD), and Military Compartments efforts. The position will provide day-to-day support for Collateral, Sensitive Compartmented Information (SCI), and SAP activities. HOW A LOGISTICS MANAGER WILL MAKE AN IMPACT: Responsible for the maintenance of records and databases containing information regarding licenses, warranties, and service agreements for the organization's hardware and software for accountability. Plans, monitors, and records software license and/or hardware assets to ensure compliance with vendor contracts. Support efforts to eliminate waste and increase efficiency by making the best use of existing IT asset resources and avoiding asset purchases that are redundant. Responsible for accurate (a.k.a. real-time) repo1ting on IT assets: who owns it, is utilizing it, frequency utilized, which features are being used most, renewals, etc. Provides guidance on methods of unclassified and classified shipments. Develop analytical systems to organize, track, and account for systems, project material, and assets supporting operations. Researches cost savings opportunities for renewals, software licensing, and maintenance services. Track and renew hardware and software maintenance agreements and warranties, as needed. Procurement, receipt, inventory and provisioning of software and hardware. With the assistance of the IT Support and Information assurance Team researches equipment and software and make recommendations on vendors, manufactures, product, and versions. WHAT YOU'LL NEED TO SUCCEED: Experience A minimum of 3 years of relevant logistics experience, DoD preferred. 2+ years' Asset Management Experience. 2+ years' IT Financial Planning/Tracking. Must demonstrate experience managing materials to include procurement, transportation, receipt, storage, inventory, and warehouse management. Relevant experience with GFEs used by Department of Defense domain. Knowledge of secure supply chain best practices. Proficiency with mobile/warehouse logistics systems. Education Bachelor's degree in Management or equivalent experience (4 years) Certifications IAT Level II or IAM(CCNA-Security, CySA+ **, GICSP, GSEC, Security+ CE, CND, SSCP) Security Clearance Required - TS/SCI Must be able to obtain - TS/SCI with CI poly #AirforceSAPOpportunities The likely salary range for this position is $85,905 - $116,224. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: 10-25% Telecommuting Options: Onsite Work Location: USA FL Cape Canaveral Additional Work Locations: Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
    $85.9k-116.2k yearly Auto-Apply 3d ago
  • Asset Manager

    GD Information Technology

    Portfolio manager job in Cape Canaveral, FL

    Type of Requisition: Regular Clearance Level Must Currently Possess: Top Secret/SCI Clearance Level Must Be Able to Obtain: Top Secret SCI + Polygraph Public Trust/Other Required: None Job Family: Logistics Job Qualifications: Skills: Analytical Thinking, Inventory Management, Logistics Certifications: None Experience: 5 + years of related experience US Citizenship Required: Yes Job Description: The Asset Manager is responsible for administrative duties within the IT procurement and inventory management task; Maintains records and databases containing information regarding licenses, contracts, and service agreements for the organization's hardware and software. Minimizes organizational cost through product standardization and tracking. Tracks quality throughout the product lifecycle and project future acquisitions of any needed resource. The Asset Manager routinely conduct inventory to account for existing resources and future mission requirements. This position will support activities within SAPs supporting Department of Defense (DoD) agencies such as HQ Air Force, Office of the Secretary of Defense (OSD), and Military Compartments efforts. The position will provide day-to-day support for Collateral, Sensitive Compartmented Information (SCI), and SAP activities. HOW A LOGISTICS MANAGER WILL MAKE AN IMPACT: Responsible for the maintenance of records and databases containing information regarding licenses, warranties, and service agreements for the organization's hardware and software for accountability. Plans, monitors, and records software license and/or hardware assets to ensure compliance with vendor contracts. Support efforts to eliminate waste and increase efficiency by making the best use of existing IT asset resources and avoiding asset purchases that are redundant. Responsible for accurate (a.k.a. real-time) reporting on IT assets: who owns it, is utilizing it, frequency utilized, which features are being used most, renewals, etc. Provides guidance on methods of unclassified and classified shipments. Develop analytical systems to organize, track, and account for systems, project material, and assets supporting operations. Researches cost savings opportunities for renewals, software licensing, and maintenance services. Track and renew hardware and software maintenance agreements and warranties, as needed. Procurement, receipt, inventory, and provisioning of software and hardware. With the assistance of the IT Support and Information assurance Team researches equipment and software and make recommendations on vendors, manufactures, product, and versions. WHAT YOU'LL NEED TO SUCCEED: Experience: A minimum of three (3) years of relevant logistics experience, DoD preferred. 2+ years' Asset Management Experience. 2+ years' IT Financial Planning/Tracking. Must demonstrate experience managing materials to include procurement, transportation, receipt, storage, inventory, and warehouse management. Relevant experience with GFEs used by Department of Defense domain. Knowledge of secure supply chain best practices. Proficiency with mobile/warehouse logistics systems. Education Bachelor's degree in Management OR Associate's degree in a related area + 2 years' experience OR equivalent experience (4 years) Certifications IAT Level II or IAM. Security Clearance Required - TS/SCI Must be able to obtain - TS/SCI with CI poly GDIT IS YOUR PLACE: ● 401K with company match ● Comprehensive health and wellness packages ● Internal mobility team dedicated to helping you own your career ● Professional growth opportunities including paid education and certifications ● Cutting-edge technology you can learn from ● Rest and recharge with extra paid vacation and holidays #AirforceSAPOpportunities #SAP The likely salary range for this position is $85,425 - $115,575. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: 10-25% Telecommuting Options: Onsite Work Location: USA FL Cape Canaveral Additional Work Locations: USA FL Cape Canaveral AFS Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
    $85.4k-115.6k yearly Auto-Apply 59d ago
  • Manager of Care Management, Variable Full-Time Days

    Orlando Health 4.8company rating

    Portfolio manager job in Clermont, FL

    Facility: South Lake Hospital Location: Clermont, FL Status: Full-Time Department: Care Management Schedule: Days Title: Manager of Care Management #LI-JM1 "Orlando Health Is Your Best Place to Work" is not just something we say, it's our promise to you." Orlando Health South Lake Hospital is a comprehensive medical and surgical acute care facility serving the residents of Lake County as a trusted member of the community for over 75 years. Conveniently located in Clermont, the hospital's dedicated team of physicians, nurses, clinicians and medical professionals is committed to delivering expert and compassionate care. Our efforts have earned us recognition as a national leader. Click Here to Learn About: South Lake Hospital ORLANDO HEALTH - BENEFITS & PERKS: Competitive Pay Evening, nights, and weekend shift differentials offered for qualifying positions. All Inclusive Benefits (start day one) Student loan repayment, tuition reimbursement, FREE college education programs, retirement savings, paid paternity leave, fertility benefits, back up elder and childcare, pet insurance, PTO/Holidays, and more for full time and part time employees. Employee-centric South Lake Hospital has been selected as one of the "Best Places to Work in Healthcare" by Modern Healthcare.. The Manager of Care Management leads the care management team in facilitating appropriate use of hospital resources and effective discharge planning and coordination of services to transition patients to the next appropriate level of care. Qualifications Education/Training: Graduate of an approved school of nursing, Master's in Social Work (MSW), Mental Health Counseling (MHC), or Marriage and Family Therapy (MFT). Licensure/Certification: Florida RN license required and maintained current if graduated from an approved school of nursing. and BLS/Healthcare Provider certification required. BLS/Healthcare Provider Certification within 90 days of hire. Experience: Three (3) years of experience in chronic disease management, care management, care coordination, utilization management, or acute clinical care. Preferred to include at least two (2) years in utilization management. Responsibilities Essential Functions: Manages educational, financial, and human resources for the care management teams to deliver high quality, cost effective, and responsive patient-focused health care services. Coordinates the workload distribution and scheduling of the care management team members to assure adequate and appropriate staffing to meet the needs of patients and families within the Orlando Health network. Develops collaborative relationships with the site leadership, medical staff leadership, managed care contractors, and community leaders. Supports positive relationships with payors and develops plans to optimize reimbursement and quality of care. Monitors working DRGs and GMLOS assignment as appropriate. Implements the performance improvement process to include outcome measurement as it relates to the identification of processes/ strategies/ opportunities that promote population health. Achieves results by developing strategies to manage patient care across the continuum, focusing on high risk, high cost and problem prone areas to include patient at risk for re-admission. Supports processes for clinical quality/ cost-improvement initiatives/ preventing re-hospitalizations. Develops recommendations to expand the integration of post-acute care services and hospital operations to better meet the needs of Orlando Health and the community. Designs educational strategies to assure compliance with regulatory standards for NCQA, HIPAA, CMS, and other local, state, and federal organizations as applicable. Coordinates budget implementation about payroll, supplies and miscellaneous other functions that deal with the financial performance of the departments overseen, Ensures incident reports are completed appropriately and follows up with incident reports as needed. Organizes/ leads staff meetings and huddles. Demonstrates professional accountability by maintaining proficiency in assigned role and involvement in professional organizations and continuing education. Holds self and others accountable to Orlando Health's mission, vision, and values. Develops and recommends concepts relative to new business opportunities, subsidiary organizations, acquisitions, current business design or other organization structuring to optimize organizational strength and meet operating mission. Manages various human resources functions including hiring, work assignments, coaching plans, and performance counseling. Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state, and local standards. Maintains compliance with all Orlando Health policies and procedures. Education/Training: Graduate of an approved school of nursing, Master's in Social Work (MSW), Mental Health Counseling (MHC), or Marriage and Family Therapy (MFT). Licensure/Certification: Florida RN license required and maintained current if graduated from an approved school of nursing. and BLS/Healthcare Provider certification required. BLS/Healthcare Provider Certification within 90 days of hire. Experience: Three (3) years of experience in chronic disease management, care management, care coordination, utilization management, or acute clinical care. Preferred to include at least two (2) years in utilization management. Essential Functions: Manages educational, financial, and human resources for the care management teams to deliver high quality, cost effective, and responsive patient-focused health care services. Coordinates the workload distribution and scheduling of the care management team members to assure adequate and appropriate staffing to meet the needs of patients and families within the Orlando Health network. Develops collaborative relationships with the site leadership, medical staff leadership, managed care contractors, and community leaders. Supports positive relationships with payors and develops plans to optimize reimbursement and quality of care. Monitors working DRGs and GMLOS assignment as appropriate. Implements the performance improvement process to include outcome measurement as it relates to the identification of processes/ strategies/ opportunities that promote population health. Achieves results by developing strategies to manage patient care across the continuum, focusing on high risk, high cost and problem prone areas to include patient at risk for re-admission. Supports processes for clinical quality/ cost-improvement initiatives/ preventing re-hospitalizations. Develops recommendations to expand the integration of post-acute care services and hospital operations to better meet the needs of Orlando Health and the community. Designs educational strategies to assure compliance with regulatory standards for NCQA, HIPAA, CMS, and other local, state, and federal organizations as applicable. Coordinates budget implementation about payroll, supplies and miscellaneous other functions that deal with the financial performance of the departments overseen, Ensures incident reports are completed appropriately and follows up with incident reports as needed. Organizes/ leads staff meetings and huddles. Demonstrates professional accountability by maintaining proficiency in assigned role and involvement in professional organizations and continuing education. Holds self and others accountable to Orlando Health's mission, vision, and values. Develops and recommends concepts relative to new business opportunities, subsidiary organizations, acquisitions, current business design or other organization structuring to optimize organizational strength and meet operating mission. Manages various human resources functions including hiring, work assignments, coaching plans, and performance counseling. Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state, and local standards. Maintains compliance with all Orlando Health policies and procedures.
    $54k-88k yearly est. Auto-Apply 38d ago
  • Licensed Portfolio Community Manager-Kissimmee

    Empire Management Group Inc.

    Portfolio manager job in Kissimmee, FL

    Job DescriptionDescription: The Community Association Manager is accountable for managing an assigned portfolio of communities to provide an agreed scope of services and achieve targeted service and financial goals. Position Functions Teamwork- Demonstrate a commitment to Empire and team goals. Complete tasks in a timely and effective manner. Participate in process improvement teams as needed. Communication- Identify and communicate key messages to association board members, homeowners, customer care representatives, vendors, and others. Maintain property fact sheets. Coordinate and attend board/Membership meetings. Architectural Requests- Review applications for compliance-based on association restrictions and forward applications to appropriate board/committee with a recommendation. Facilities Management and Maintenance- Establish and maintain agreed standards for operations and maintenance. Procure and manage service providers. Scheduling and conduct community and common area inspections. Provide a complete, timely, and effective covenant enforcement service. Vendor Management- Conduct effective vendor bidding processes (bidding, hiring, monitoring) that demonstrate professional contract management practices. Customer Service- Ensure the timely, efficient, customer-oriented handling and resolution of each inquiry, request, dispute, or complaint (via telephone, e-mail, and face to face) by establishing needs, investigating problems, implementing agreed solutions, and documenting as appropriate. Safety and Security- Contribute to safety and security for each community by developing and implementing emergency and/or disaster preparedness plans, monitoring gate access controls, and identifying other safety issues and unsafe conditions during property inspections. Special Projects- Effectively manage the on-time, on-budget completion of special projects that meet agreed objectives. Knowledge and Skills Working knowledge of federal and state laws governing the operation of community associations. Good working knowledge of the community's governing document and rules. Excellent people skills and proven ability to maintain working relationships with developers, boards, homeowners, vendors, and fellow employees. Superior communication, and networking ability. Strong speaking and writing skills, with the ability to communicate effectively on a variety of levels. Strong organizational and conflict resolution skills. Computer skills in Windows Suite and Community Association Software. Minimum Qualifications 1+ years of experience within the community association industry within managing portfolios required. Must have a valid driver's license and current vehicle liability insurance. Valid Florida Community Association Manager License Must be able to attend board meetings in the evenings and respond to after-hours emergencies as necessary. Benefits will be offered. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule: Monday to Friday Community Association Management: 1 year (Required) License/Certification: LCAM LICENSE (LICENSED COMMUNITY ASSOCIATION MANAGER) (Required) Requirements:
    $68k-123k yearly est. 7d ago
  • Portfolio LCAM

    Artemis Lifestyle Services

    Portfolio manager job in Rockledge, FL

    As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements Qualifications: Proficient in accounting software (experience with Caliber or Vantaca is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment. Salary Description $50,000-$65,000 annually
    $50k-65k yearly 18d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Orlando, FL?

The average portfolio manager in Orlando, FL earns between $52,000 and $161,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Orlando, FL

$92,000

What are the biggest employers of Portfolio Managers in Orlando, FL?

The biggest employers of Portfolio Managers in Orlando, FL are:
  1. Universal
  2. FAIRWINDS Credit Union
  3. NBCUniversal
  4. Frontline Insurance
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