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ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location
EY 4.7
Portfolio manager job in Akron, OH
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$171.2k-297.2k yearly 33d ago

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Portfolio Manager CRE
Tristate Capital Holdings, Inc. 4.8
Portfolio manager job in Cleveland, OH
Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients (new money business) * Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities * Prepares the following for presentation to Senior Loan Committee: * Credit Approval Request (CAR) * Modifications * Covenant Waivers/Amendments * Accurate and Timely Risk Rating * Assessment of Real Estate Sponsorship * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur * In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. * Ensures final loan documentation is consistent with credit approvals prior to closing. * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Finance, Accounting, or related field * Minimum of 5 years of credit analysis and underwriting experience * Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: * Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types * Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet and word processing applications, including the use of graphs and charts APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.
$131k-205k yearly est. 60d+ ago
C&I Portfolio Manager
Northwest Bancorp, Inc. 4.8
Portfolio manager job in Independence, OH
The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision. Essential Functions * Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate. * Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance. * Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating. * Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information. * Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate. * Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements. * Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance. * Present analysis or address questions during credit discussions or presentations. * Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data. * Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds. * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment * Complete other duties and special projects as requested by management Education and Experience preferred * Bachelor's degree in finance, accounting, business, economics or related * 3-5 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation * 3-5 years of experience in Commercial Credit or public accounting This position will be performed onsite Monday - Thursday with Friday an optional work from home day. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$125k-215k yearly est. Auto-Apply 60d+ ago
Portfolio Manager
Farmers National Banc Corp 4.7
Portfolio manager job in Beachwood, OH
SUMMARY: Work directly with the Commercial Banking Team Leader, Regional Commercial Management, and Regional Credit Officer in all aspects of assigned relationship management (a defined "Portfolio"), which will include following loans from application to closing, as well as post-closing administration and monitoring. Maintain and assist in the growth of loan and deposit balances, as well as generate fee income and referrals to other lines of business. ESSENTIAL DUTIES AND RESPONSIBILITIES: Credit Analysis Duties and Responsibilities: * Responsible for underwriting, credit monitoring and portfolio administration and management of Commercial Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships * Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services * Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate * Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. * Regular, predictable attendance is an essential requirement of this position Portfolio Management Duties: * As appropriate to experience, co-manage specific commercial relationships (the Portfolio) by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship * Responsible for credit risk and quality of the Portfolio * Manage delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. of the Portfolio * Partner with the Relationship Manager as the point of a contact for the client (including CFOs); acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners * Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio * Assist or take lead on presentations of specific loan requests and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits. * Manage the renewal process by working with the Relationship Manager the client and the credit department Customer Support Duties: * Responsible for expanding and deepening customer relationships by identifying customers' needs comprehensively and matching these needs with selections and resources within the Bank * As appropriate, assist in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical financial solutions to customers * Assist in loan document preparation * Participate in community and business functions/groups to ensure a positive image for the bank within the marketplace * Other duties and projects as assigned EDUCATION AND/OR EXPERIENCE: * Bachelor's degree (BA) in Accounting or Finance from a four (4) year college or university * Minimum of five (5) years of credit analysis and/or loan review experience, preferably in the banking industry and/or a combination of education and experience * Strong background in working with financial statements and advanced understanding of the information available on financial statements and how they related to the customer's business operations and ability to repay a loan. * Knowledge of Microsoft Word, Excel and Outlook and Internet navigation/research is expected * Ability to clearly and effectively communicate both verbally and in writing * Must be able to work well in a team environment E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$122k-203k yearly est. 60d+ ago
Special Assets Portfolio Manager III
S&T Bank 4.5
Portfolio manager job in Cuyahoga Falls, OH
Irwin, PA 15642 Additional Locations: 491 North Cleveland-Massillon Road Akron, OH 44333 2032 Front Street, Cuyahoga Falls, OH 44221 800 Philadelphia Street Indiana, PA 15701 2 North Church Street West Chester, PA 19380 358 N Shore Drive Pittsburgh, PA 15212 Hours: Monday - Wednesday: 9:00 am - 4:00 pm Thursday: 9:00 am - 5:00 pm Friday: 9:00 am - 4:00 pm (Additional hours as necessary to meet the objectives of the department) Function: The Special Asset Portfolio Manager or Analyst provides relationship management to Special Asset Officers for an assigned portfolio including of a 15 - 20 commercial loan workout relationships with an average size of >$5MM with diverse scope and complexity. In partnership with the Special Asset Officers, the Portfolio Manager or Analyst will draw on their prior analytical and commercial loan experience to provide comprehensive support to existing Borrowers within the assigned adversely graded special asset portfolio. Duties and Responsibilities: Liaison between Special Asset Officer and Other Departments within the Bank for facilitating modifications, extensions, and covenant testing within designated special asset portfolio. Perform annual reviews for client relationships within the assigned special asset portfolio. Attend client calls with Special Asset Officers to gain a thorough understanding of the client's business and effectively assist in ongoing credit risk management of the relationship. As a trusted partner, the Special Asset Portfolio Manager or Analyst will provide constructive and regular feedback to Special Asset Officers to ensure sound relationship quality. Conduct site visits and document vacancy / occupancy, as well as, general property conditions via notes and photographs. Monitor credit performance of client portfolios and alert Special Asset Officers and Management to changes that may require action to ensure risk mitigation, minimize potential losses and maximum returns. Including but not limited to: Facilitating the collection and spreading of financial statements Analyzing collateral quality Monitoring line usage and supporting documents such as: accounts receivable / payable aging reports and inventory reports for concentration risk, aged accounts and inventory. Performing lease analysis for potential rent roll down / expirations / vacancy Comparing actual performance to pro-formas / projections Monitoring various credit risk reports Preparing Criticized Asset Reports and periodic credit file memos Resolve any documented exceptions Preparing troubled debt restricting analysis and supporting documentation Conduct covenant tests within the assigned special asset portfolio. Monitor / facilitate construction and general line advances within the assigned special asset portfolio. Utilizes advanced financial and quantitative analyses techniques to evaluate financial and related information to gauge borrower's overall ability to repay debt as well as to assess financial performance relative to peer companies, industry benchmarks or other standards of performance. In addition, these techniques will be used to analyze to borrower's capital structure and bank's documentation to determine restructure options for complex, diverse and adversely graded credits which will assist to design and implement comprehensive strategies to either exit or retain relationship. Researches and accurately interprets commercial loan documentation, agreements, leases, contracts, and other technical documentation of a legal nature. Identifies the documentation gaps to complete a loan documentation file review for all commercial products and perfection of all types of collateral. Perform any other analysis needed by Special Asset Management or Special Asset Officers. Interprets and resolves complex financial problems and questions, including the identification of required variables and data sources, proper adjustment of stated financial figures, finding solutions from incomplete or fragmentary information, and following through with all appropriate calculation steps. Assist in the assignment of appropriate and timely risk ratings on existing borrowers, including regulatory non-Pass ratings, which will directly influence the ACL provision and bank earnings. Defends assigned risk ratings when needed. Interacts regularly with peers in other functional areas, managers, and customers. Interactions may involve controversial situations or trying to influence actions. Decisions can result in critical delays in schedules or departments operations or jeopardize overall business objectives. Maintains a good working relationship with Bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. Provides guidance and oversight to Special Asset Portfolio Manager I or II. May conduct training on an “as needed” basis. Will be involved with the development of Special Asset Department procedures and methodologies. Assumes additional any other analysis, job duties and responsibilities as assigned. Physical Demands: Operates a keypad device 75% of the day. Operates office equipment 10% of the day. The primary parts of the body involved in performing these tasks are the fingers, hands, thumb, wrists, elbow, legs, lower, and upper torso and feet. Sitting is required 70% of the day. Walking is required 10% of the day. Standing is required 20% of the day. Specific vision requirements include close vision of 18”-20” for computer work. Business travel is required to meet customers, attorneys, and consultants with overnight stays required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $55,000.00 - $149,000.00
$55k-149k yearly Auto-Apply 16d ago
Portfolio Strategy Manager
Eaton Corporation 4.7
Portfolio manager job in Beachwood, OH
Eaton's Mobility Group is seeking a Manager to lead Portfolio Strategy. This position could be based in Southfield, MI or Beachwood, OH. Travel is expected to be around 25%. Candidates must be local to these locations as relocation assistance is not available. The expected annual salary range for this role is $146000 - $215000 a year. This position is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: In this role, you will research, evaluate, and execute strategic growth opportunities for the Mobility Group. You will support the enterprise's ambition to achieve $6B in sales by 2030 at over 20% return on sales, leveraging macro trends and the Mobility Group's capabilities. You will lead high-priority projects, such as partnerships, mergers and acquisitions, joint ventures, market- or product- entry or exit options, and assess adjacent spaces for expansion. Key Responsibilities: * Evaluate the existing portfolio and identify value creation opportunities, both organic and inorganic. * Research and identify inorganic growth opportunities, including acquisitions, partnerships, and joint ventures. * Build and actively manage a robust pipeline of potential acquisition targets and strategic partners. * Execute strategic growth opportunities, including financial modeling for base and synergy cases, due diligence, contractual negotiations, transactional requirements, and integration and post-close planning. * Collaborate with segment leaders, product line directors, and corporate development to align on strategic priorities and deal rationale. * Monitor emerging markets, macroeconomic trends, and technological advancements to inform business development strategy. * Report on the performance of business development initiatives and targets. * Lead or participate in special projects and cross-functional initiatives to drive continuous improvement and growth. Qualifications: Basic Qualifications: * Bachelor's degree in business, finance, or a related field. * Minimum of 10 years of professional experience in finance. * Experience with complex financial modeling, valuations, DCF, and cost accounting. * For candidates in the US: Eaton will not consider applicants for employment immigration sponsorship or support for this position. This includes no support for CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred: * MBA or executive business education preferred, from an accredited institution. * Experience in roles in business development, management consulting, investment banking, or corporate strategy (including M&A, partnership development, and strategic planning). * Leadership experience requiring influence without authority-such as experience in corporate, functional, sector, or other enterprise roles. * Automotive industry experience preferred. Position Criteria: * Strong analytical skills, including expertise in financial modeling and market analysis. * Proven experience in leading cross-functional teams and managing complex projects. * Excellent communication abilities and strong stakeholder management skills. * Demonstrated ability to thrive in a fast-paced, global, and matrixed environment. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$146k-215k yearly 7d ago
Portfolio Manager CRE
Raymond James Financial, Inc. 4.7
Portfolio manager job in Cleveland, OH
** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions of the** **Position:** + Underwrites requests for credit extensions to new and existing clients (new money business) + Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities + Prepares the following for presentation to Senior Loan Committee: + Credit Approval Request (CAR) + Modifications + Covenant Waivers/Amendments + Accurate and Timely Risk Rating + Assessment of Real Estate Sponsorship + Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur + In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. + Ensures final loan documentation is consistent with credit approvals prior to closing. + Accompanies the relationship manager on prospect / client calls when appropriate **Education and Experience** **Requirements:** + Bachelor's Degree in Finance, Accounting, or related field + Minimum of 5 years of credit analysis and underwriting experience + Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred **Essential Skills and** **Abilities:** + Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types + Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction + Strong written and verbal communication skills + Strong presentation skills + Ability to work independently and within a team + Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
$91k-116k yearly est. 60d+ ago
Senior Portfolio Manager, Fixed Income
Johnson & Johnson 4.7
Portfolio manager job in Brunswick, OH
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Finance Job Sub Function: Treasury Job Category: People Leader All Job Posting Locations: New Brunswick, New Jersey, United States of America Job Description: Johnson & Johnson is recruiting for a Senior Portfolio Manager, Fixed Income to be located in New Brunswick, NJ. The Senior Portfolio Manager, Fixed Income is a key member of the investment team that is responsible for managing a global asset pool exceeding $50 billion. This role is expected to lead the full lifecycle of public market fixed income investments, including manager and fund selection, due diligence, onboarding, monitoring, termination, and transition management. Furthermore, the position serves as a subject matter expert in liability-driven investing (LDI), analyzing liability profiles and recommending tailored investment strategies. Reporting directly to the VP, Head of Public Markets, the Sr. Manager will drive strategic execution across all aspects of fixed income investment activity. Major Responsibilities Lead all public market fixed income investment activities globally. Identify and evaluate fixed income funds and managers across diverse fixed income mandates. Conduct investment and operational due diligence; manage hiring, integration, monitoring, and termination of managers. Maintain a pipeline of viable investment opportunities and managers. Monitor and communicate performance of fixed income investments worldwide. Assess and enhance reporting for liability-driven investments. Track industry trends to identify top-performing managers and assess their potential fit within Johnson & Johnson's DB/DC plans and select non-U.S. plans. Recommend appropriate benchmarks for fixed income portfolios. Assign and communicate manager ratings to investment leadership and committees. Measure and manage active risk across fixed income portfolios. Source and evaluate new strategic and tactical investment opportunities. Prepare and present performance reports to global investment committees. Collaborate with investment team members and actuaries to understand liability dynamics and recommend hedging strategies (especially for U.S., Canada, and select European plans). Monitor U.S. pension funded status and collaborate with the CIO, Pension Plans and the VP, Head of Public Markets on any potential asset allocation changes resulting from a change in funded status. Lead asset/liability studies for smaller plans and collaborate across asset classes and cross-functionally to implement approved changes. For select non-U.S. plans and in partnership with local committees, oversee benefit investments, asset allocation, liquidity, funding and risk management; design and implement liability hedging programs. For select new non-U.S. plans, review investment arrangements; evaluate recommendations for local investment providers; review local consultants' proposals and challenge local consultants' assumptions; analyze potential investment implications of plan design changes and recommend appropriate action. Qualifications: Minimum of a Bachelor's Degree is required, an undergraduate degree in Business, Finance, Economics, or Statistics is strongly preferred. CFA, CAIA, CPA, or MBA is preferred Strong quantitative and analytical skills required. Deep expertise in public fixed income markets and strategies. Minimum of 5 years in institutional investment, with experience selecting fixed income managers. Knowledge of private credit is a plus. Proficiency in tools such as eVestment, Morningstar, Bloomberg, Backstop, and Factset. Advanced Excel skills, including modeling, are required Strong presentation capabilities, including an ability to clearly explain complex concepts to diverse audiences. Must be a self-starter, work independently with minimal supervision, as well as be a team player with excellent communication and relationship-building skills. Ability to thrive in a dynamic environment, manage multiple priorities, and demonstrate intellectual curiosity. Willingness to travel 25-30%, including internationally. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills: Leadership, Pension Administration, Pension Analysis, Pension Communications, Pension Systems, Process Improvements, Risk Assessments, Treasury Management The anticipated base pay range for this position is : $122,000.00 - $212,750.00 Additional Description for Pay Transparency: Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year Caregiver Leave - 80 hours in a 52-week rolling period10 days Volunteer Leave - 32 hours per calendar year Military Spouse Time-Off - 80 hours per calendar year For additional general information on Company benefits, please go to: - *********************************************
$122k-212.8k yearly Auto-Apply 49d ago
Senior Portfolio Manager, Fixed Income
6090-Johnson & Johnson Services Legal Entity
Portfolio manager job in Brunswick, OH
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Finance Job Sub Function: Treasury Job Category: People Leader All Job Posting Locations: New Brunswick, New Jersey, United States of America Job Description: Johnson & Johnson is recruiting for a Senior Portfolio Manager, Fixed Income to be located in New Brunswick, NJ. The Senior Portfolio Manager, Fixed Income is a key member of the investment team that is responsible for managing a global asset pool exceeding $50 billion. This role is expected to lead the full lifecycle of public market fixed income investments, including manager and fund selection, due diligence, onboarding, monitoring, termination, and transition management. Furthermore, the position serves as a subject matter expert in liability-driven investing (LDI), analyzing liability profiles and recommending tailored investment strategies. Reporting directly to the VP, Head of Public Markets, the Sr. Manager will drive strategic execution across all aspects of fixed income investment activity. Major Responsibilities Lead all public market fixed income investment activities globally. Identify and evaluate fixed income funds and managers across diverse fixed income mandates. Conduct investment and operational due diligence; manage hiring, integration, monitoring, and termination of managers. Maintain a pipeline of viable investment opportunities and managers. Monitor and communicate performance of fixed income investments worldwide. Assess and enhance reporting for liability-driven investments. Track industry trends to identify top-performing managers and assess their potential fit within Johnson & Johnson's DB/DC plans and select non-U.S. plans. Recommend appropriate benchmarks for fixed income portfolios. Assign and communicate manager ratings to investment leadership and committees. Measure and manage active risk across fixed income portfolios. Source and evaluate new strategic and tactical investment opportunities. Prepare and present performance reports to global investment committees. Collaborate with investment team members and actuaries to understand liability dynamics and recommend hedging strategies (especially for U.S., Canada, and select European plans). Monitor U.S. pension funded status and collaborate with the CIO, Pension Plans and the VP, Head of Public Markets on any potential asset allocation changes resulting from a change in funded status. Lead asset/liability studies for smaller plans and collaborate across asset classes and cross-functionally to implement approved changes. For select non-U.S. plans and in partnership with local committees, oversee benefit investments, asset allocation, liquidity, funding and risk management; design and implement liability hedging programs. For select new non-U.S. plans, review investment arrangements; evaluate recommendations for local investment providers; review local consultants' proposals and challenge local consultants' assumptions; analyze potential investment implications of plan design changes and recommend appropriate action. Qualifications: Minimum of a Bachelor's Degree is required, an undergraduate degree in Business, Finance, Economics, or Statistics is strongly preferred. CFA, CAIA, CPA, or MBA is preferred Strong quantitative and analytical skills required. Deep expertise in public fixed income markets and strategies. Minimum of 5 years in institutional investment, with experience selecting fixed income managers. Knowledge of private credit is a plus. Proficiency in tools such as eVestment, Morningstar, Bloomberg, Backstop, and Factset. Advanced Excel skills, including modeling, are required Strong presentation capabilities, including an ability to clearly explain complex concepts to diverse audiences. Must be a self-starter, work independently with minimal supervision, as well as be a team player with excellent communication and relationship-building skills. Ability to thrive in a dynamic environment, manage multiple priorities, and demonstrate intellectual curiosity. Willingness to travel 25-30%, including internationally. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills: Leadership, Pension Administration, Pension Analysis, Pension Communications, Pension Systems, Process Improvements, Risk Assessments, Treasury Management The anticipated base pay range for this position is : $122,000.00 - $212,750.00 Additional Description for Pay Transparency: Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year Caregiver Leave - 80 hours in a 52-week rolling period10 days Volunteer Leave - 32 hours per calendar year Military Spouse Time-Off - 80 hours per calendar year For additional general information on Company benefits, please go to: - *********************************************
$122k-212.8k yearly Auto-Apply 49d ago
Sr Portfolio Owner Manager- Payments Products
PNC 4.1
Portfolio manager job in Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Sr Portfolio Owner Manager within PNC's Treasury Management organization, you will be based in Pittsburgh, Chicago, Charlotte or New York. Other locations may be considered. Job Summary Payments Knowledge: - In-depth knowledge of back-end payment processing (specifically wire, ACH, instant payments, and card) - Participate in working sessions with product management to develop product roadmap. Technical/Design/Delivery - Ability to understand complex technical workflows and provide recommendations for improvements. - Technical- experience managing complex technical projects/programs, including an understanding of how to use agile to deliver quickly, accurately in a high risk business - Communication skills targeted to audiences from developers and BA's to senior executives - Design thinking mentality - Ability to identify, prioritize, and solve challenges daily and help teams do the same. Ability to use creativity to solve and challenge the status quo - Transformative mindset. - Management, people skills - Documentation including visualization of complex workflows and precision in describing complex needs Production/Client Support - Ability to provide guidance during stressful production issues. - Engage in complex customer implementations to ensure a seamless end to end implementation. **Job Description** + Represents the business and sets the strategic vision for highly complex portfolios. Makes trade-offs across teams, e.g., funding and resource allocation; ensures alignment where needed. Approver of teams' prioritization and major deliverables. + Is the main interface with Senior leadership and other portfolios/executives, especially when there are decisions (i.e., reprioritization) to be made across portfolios. Engages with other Portfolios/ executives when information/ scope of the teams not enough to make decisions + Is an extension of the Product Owner; makes decisions including removal of impediments based on information provided by Scrum teams/POs and other stakeholders. Ensures solid product vision together with all Product Owners and provides guidance on backlog prioritization based on business value. + Pressure tests iteration plans and scope. Reviews iteration WIP, demos and provides feedback as necessary. Determines if iteration outcome is acceptable from functional/non-functional aspects + Reviews final deliverables, approves and coordinates acceptance among SMEs. Partners with independent risk management to ensure requirements are met and that products are integrated and deployed successfully to production PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking. + **Live the Values** - Role models our values with transparency and courage. + **Enable Change** - Takes action to drive change and innovation that will transform our business. + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making. + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Agile Methodology, Customer Solutions, Information Management, Organizational Analysis, Product Lifecycle Management (PLM), Program Administration, Scrum, Software Testing **Competencies** Agile Development, Business Acumen, Cross-Team Integration, Design Thinking, Innovation, Managing Multiple Priorities, Solutions Development **Work Experience** Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Pay Transparency** Base Salary: $100,000.00 - $261,300.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. **Application Window** Generally, this opening is expected to be posted for two business days from 01/10/2025, although it may be longer with business discretion. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$64k-118k yearly est. 60d+ ago
CRE Portfolio Manager III
Huntington 4.4
Portfolio manager job in Cleveland, OH
The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Manages a portfolio of commercial customers in partnership with the relationship manager. Will have regular contact with and a visible role in managing the customer relationship along with the relationship manager assigned to the account .Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio. Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio. Will work directly with the Team Leader, Relationship Managers, Regional CRE Management, and Regional Credit Officer. Work with RM on Loan Closings. Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee. Conduct portfolio reviews with senior management. Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation in special projects is expected. Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and opportunities. Maintain up-to-date knowledge of market/industry trends. Product Knowledge: Knowledgeable about the various commercial cross-sell products, which may have credit exposure including but not limited to foreign exchange, commodities, interest rate derivatives, treasury management, and commercial cards. Technology: Effective utilization of IT systems that support the Commercial Segment. Systems include; CLOS, PMTS, MAX, CARS, MS Office Suite, RETS, AFS, etc. Basic Qualifications: Bachelor's degree in Business, Finance, accounting or demonstrated knowledge and expertise 12+ years experience underwriting commercial real estate Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - 189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly Auto-Apply 12d ago
Asset Manager
Bwecap
Portfolio manager job in Cleveland, OH
Responsible for completing Fannie Mae, Freddie Mac and Life Insurance Company special request items including but not limited to Assumptions, Transfers of Interest, Easements, short-term extensions, collateral alterations or releases, lease approvals, insurance losses etc. Responsible for identifying and mitigating the credit, financial, operational, physical, and market risks impacting the properties collateralizing its commercial real estate serviced portfolio. The person filling this position will work directly with all team members, as well as borrowers, guarantors, local/state/federal government agencies; developers, owners, managers, and other industry groups all intent on providing and maintaining sound financing of the nation's commercial and multifamily real estate. Major Responsibilities: Perform special request asset management and servicing consent request activities. These will be post-closing items that fall outside of typical day-to-day asset management. Responsible for taking on a varied portfolio of requests and working through the transaction from inception to completion. Communicate across different lines of business. Transaction types will vary as well as lenders and include Freddie Mac, Fannie Mae, Banks, and Life Insurance Companies. Review and complete requests of varying complexity, including Assumptions, Transfers of Interests, Easements, collateral releases, lease review approvals, loan modifications and extensions, insurance losses, etc. Review and analysis of property financials. Ordering, review and analysis of property inspections, appraisals, Phase 1 Environmental, and insurance. Monitor Borrower's compliance with the Loan Documents; and advise senior management of any perceived risks and/or issue within the assigned portfolio; thereby mitigating risks of default. Ability to meet tight time limits and deadlines and hold oneself accountable. Promote and participate in an established team atmosphere. Minimum Requirements: Undergraduate degree required to apply. Prior real estate asset management, servicing, and portfolio management experience is a plus. Underwriting experience. Ability to understand organizational structures and create org charts is desired. Strong written and verbal communication skills Good analytical and mathematical skills Ability to follow instructions and take directions from manager. Ability to work well with others but to be able to also work individually Must exhibit and exemplify the values of the company: Experience reviewing loan documents, policy and procedures and real estate underwriting. Familiar with leases, SNDAs, operating agreements, real estate appraisals, environmental reports, CMBS and Freddie securitized transactions is a plus. Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively, and provide excellent customer service. BWE offers a highly competitive benefits package including medical, dental, vision, paid time off, 401k match, paid parental leave, education assistance and so much more! If you are ready to take on a challenging and rewarding role, apply today! We encourage you to explore the career opportunities we have available here at BWE! This position is eligible to earn a base salary in the range of $85k to $110k annually depending on job-related factors such as level of experience and geographic location. This position is also eligible to participate in the BWE Annual Bonus Plan. We encourage you to explore the career opportunities we have available here at BWE!
$85k-110k yearly Auto-Apply 23d ago
Content Digital Asset Management Manager (DAM)
Accenture 4.7
Portfolio manager job in Cleveland, OH
We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership + Lead DAM engagements from discovery through implementation and rollout. + Run workshops to understand client challenges, content workflows, and current pain points. + Translate business needs into clear requirements and recommendations. + Present solutions and progress updates to senior stakeholders. + Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation + Define requirements for metadata, taxonomy, asset types, permissions, and workflows. + Develop content lifecycle processes (ingestion, review, approval, archive). + Build governance guidelines and future-state operating models. + Partner with DAM vendors and internal technical teams during configuration and deployment. + Oversee asset migration planning, mapping, and quality checks. Platform Knowledge + Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) + Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance + Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. + Develop metadata frameworks and controlled vocabularies. + Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding + Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. + Work with architects and developers on integration patterns, APIs, and connectors. + Ensure integrations meet business and workflow needs. AI & Automation (a plus) + Stay current on AI/ML capabilities for auto-tagging and content classification. + Advise clients on when and how to leverage AI for improved search, tagging, and asset management. + Help define tagging confidence thresholds and related governance. Basic Qualifications: + 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: + Strong background in taxonomy, metadata modeling, and governance. + Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: + Proven ability to lead complex projects and facilitate executive-level conversations. + Solid understanding of integrations and content workflows. + Experience with AI-driven tagging or similar technologies is a plus. + Consulting experience preferred. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$78k-103k yearly est. 35d ago
Sr Portfolio Owner Manager- Payments Products
PNC Financial Services Group, Inc. 4.4
Portfolio manager job in Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Sr Portfolio Owner Manager within PNC's Treasury Management organization, you will be based in Pittsburgh, Chicago, Charlotte or New York. Other locations may be considered. Job Summary Payments Knowledge: * In-depth knowledge of back-end payment processing (specifically wire, ACH, instant payments, and card) * Participate in working sessions with product management to develop product roadmap. Technical/Design/Delivery * Ability to understand complex technical workflows and provide recommendations for improvements. * Technical- experience managing complex technical projects/programs, including an understanding of how to use agile to deliver quickly, accurately in a high risk business * Communication skills targeted to audiences from developers and BA's to senior executives * Design thinking mentality * Ability to identify, prioritize, and solve challenges daily and help teams do the same. Ability to use creativity to solve and challenge the status quo * Transformative mindset. * Management, people skills * Documentation including visualization of complex workflows and precision in describing complex needs Production/Client Support * Ability to provide guidance during stressful production issues. * Engage in complex customer implementations to ensure a seamless end to end implementation. Job Description * Represents the business and sets the strategic vision for highly complex portfolios. Makes trade-offs across teams, e.g., funding and resource allocation; ensures alignment where needed. Approver of teams' prioritization and major deliverables. * Is the main interface with Senior leadership and other portfolios/executives, especially when there are decisions (i.e., reprioritization) to be made across portfolios. Engages with other Portfolios/ executives when information/ scope of the teams not enough to make decisions * Is an extension of the Product Owner; makes decisions including removal of impediments based on information provided by Scrum teams/POs and other stakeholders. Ensures solid product vision together with all Product Owners and provides guidance on backlog prioritization based on business value. * Pressure tests iteration plans and scope. Reviews iteration WIP, demos and provides feedback as necessary. Determines if iteration outcome is acceptable from functional/non-functional aspects * Reviews final deliverables, approves and coordinates acceptance among SMEs. Partners with independent risk management to ensure requirements are met and that products are integrated and deployed successfully to production PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Agile Methodology, Customer Solutions, Information Management, Organizational Analysis, Product Lifecycle Management (PLM), Program Administration, Scrum, Software Testing Competencies Agile Development, Business Acumen, Cross-Team Integration, Design Thinking, Innovation, Managing Multiple Priorities, Solutions Development Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $100,000.00 - $261,300.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/10/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$74k-107k yearly est. 60d+ ago
Manager, State & Local Income Tax - Asset Management
KPMG 4.8
Portfolio manager job in Cleveland, OH
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate) * Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience * Review tax calculations and information presented on state income tax returns * Build and manage client relationships, and supervise, mentor, and develop staff Qualifications: * Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues * Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts * Able to foster relationships both internally as well as with clients * Strong ability and desire to perform in a high-energy team environment * Exceptional writing, communication, project and team management and tax research skills KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$68k-93k yearly est. 60d+ ago
Senior Portfolio Manager - Financial Institutions Group
Fifth Third Bank 4.6
Portfolio manager job in Cleveland, OH
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Accountable for managing a portfolio of accounts. * Review and recommend credit decisions. * Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. * Generate commitment letters. * Responsible for providing business partners credit lending policy interpretation. * Perform final risk rating analysis. * Capture and document credit decisions, conditions, and modifications. * Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals. * Communicate directly with clients regarding credit events and actions as needed. * Works independently to pitch the most complex deal structures. * A focus on continuous learning to keep up with ever-changing market dynamics. * Subject-matter-expert, mentor to more junior PMs and Credit Analysts. * Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics. * Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance. * Financial Institutions, primarily Insurance, experience preferred. * Highly proficient analytical skills, critical thinking and communication skills. * Professional presence (client-facing). * Experience managing an advanced commercial client portfolio with a great deal of complexity. * Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. * Expertise in financial and risk analysis, including financial modeling. * Demonstrated expertise in using effective problem solving. * Proficient with technology and ability to learn new applications. * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of a CRT screen. * Some travel required. Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Dallas, Texas 75240 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$96k-122k yearly est. Auto-Apply 10d ago
Audit Manager - Asset Management
Keybank 4.4
Portfolio manager job in Brooklyn, OH
The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual audit plan, and provide support during audit projects to project lead and staff. This individual will be responsible for managing audits focused on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the performance of their team, including the identification of major obstacles and efficiencies that can be created. As an Audit Manager you will also be responsible for coaching and developing staff members as well as contributing to the overall team initiatives. Additionally, the Audit Manager will be required to assist in the team's ongoing risk intelligence process, strategic initiatives and risk review related trainings. Responsibilities Demonstrate advanced understanding of audit concepts within planning, fieldwork and reporting, as well as workpaper documentation, audit findings, and audit reports. Prioritize and execute multiple assignments; identify obstacles within the scope of assignments; proactively communicate delays in assigned deliverables or additional capacity availability; effectively delegate work when necessary; able to adapt to unforeseen challenges and reprioritization of assignments, including the ability to make difficult decisions in a timely manner while including all necessary stakeholders. Consistently demonstrate advanced business writing skills and cohesively present information effectively to others including the delivery of audit findings and other audit matters to senior and executive management; Consistently presents and organizes more complex information and adapts message to audience. Able to lead or provide oversight on the most complex stand alone and integrated reviews, investigations or ad hoc projects. Advanced ability to review audit work to ensure compliance with internal standards while ensuring the work product meets the need of internal and external stakeholders. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree (preferred) Master's Degree (preferred) Experience Qualifications 7+ years Audit or Related Experience (preferred) Knowledge of wealth management, trust and estate planning, investment management and advisory, and fiduciary services (preferred) Knowledge of regulations and standards applicable to asset management including, but not limited to: Regulation 9, SEC, DOL, and ERISA requirements. Preferred Qualification Certified Fiduciary & Investment Risk Specialist (CFIRS) Tactical Skills Exhibit a foundational understanding of product skills and business, industry and regulatory concepts. Develop relationships with clients; thoughtfully engage in networking with those on your team, within the RRG and across Key, to build lasting relationships. Demonstrate the ability to perform in an organizational culture of respect and personal accountability regarding Diversity, Equity and Inclusion. Personal Skills Adaptability: Helps others adapt to changing environments and accepting new situations while working effectively with unstructured teams, situations, or environments; leverages prior experience as a help towards handling change and an atmosphere of ambiguity and uncertainty Collaboration: Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus Decision Making: The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results Practical Skills Storytelling: Describes storytelling techniques, concepts, and potential benefits Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed Data Analysis: Researches business-related data, analyzes, interprets, and presents findings utilizing designated data analysis software Change Navigation: Introduces change initiatives that target continuous improvement of significant organizational capabilities and implements strategies for renewing or deepening change efforts Analytical Thinking: Identifies any possible causes for a problem based on prior experience and current research; seeks discrepancies and inconsistencies in available information and explains variances Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This position is NOT eligible for employment visa sponsorship for non-U.S. citizens. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. This position is eligible to earn a base salary in the range of $110,000 to $150,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
$110k-150k yearly Auto-Apply 60d+ ago
Portfolio Strategy Manager
Eaton Corporation 4.7
Portfolio manager job in Beachwood, OH
Eaton's Mobility Group is seeking a Manager to lead Portfolio Strategy. This position could be based in Southfield, MI or Beachwood, OH. Travel is expected to be around 25%. Candidates must be local to these locations as relocation assistance is not available. The expected annual salary range for this role is $146000 - $215000 a year. This position is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. **What you'll do:** In this role, you will research, evaluate, and execute strategic growth opportunities for the Mobility Group. You will support the enterprise's ambition to achieve $6B in sales by 2030 at over 20% return on sales, leveraging macro trends and the Mobility Group's capabilities. You will lead high-priority projects, such as partnerships, mergers and acquisitions, joint ventures, market- or product- entry or exit options, and assess adjacent spaces for expansion. Key Responsibilities: - Evaluate the existing portfolio and identify value creation opportunities, both organic and inorganic. - Research and identify inorganic growth opportunities, including acquisitions, partnerships, and joint ventures. - Build and actively manage a robust pipeline of potential acquisition targets and strategic partners. - Execute strategic growth opportunities, including financial modeling for base and synergy cases, due diligence, contractual negotiations, transactional requirements, and integration and post-close planning. - Collaborate with segment leaders, product line directors, and corporate development to align on strategic priorities and deal rationale. - Monitor emerging markets, macroeconomic trends, and technological advancements to inform business development strategy. - Report on the performance of business development initiatives and targets. - Lead or participate in special projects and cross-functional initiatives to drive continuous improvement and growth. **Qualifications:** **Basic Qualifications:** - Bachelor's degree in business, finance, or a related field. - Minimum of 10 years of professional experience in finance. - Experience with complex financial modeling, valuations, DCF, and cost accounting. - For candidates in the US: Eaton will not consider applicants for employment immigration sponsorship or support for this position. This includes no support for CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. **Preferred:** - MBA or executive business education preferred, from an accredited institution. - Experience in roles in business development, management consulting, investment banking, or corporate strategy (including M&A, partnership development, and strategic planning). - Leadership experience requiring influence without authority-such as experience in corporate, functional, sector, or other enterprise roles. - Automotive industry experience preferred. **Position Criteria:** - Strong analytical skills, including expertise in financial modeling and market analysis. - Proven experience in leading cross-functional teams and managing complex projects. - Excellent communication abilities and strong stakeholder management skills. - Demonstrated ability to thrive in a fast-paced, global, and matrixed environment. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$146k-215k yearly 5d ago
CRE Portfolio Manager III
Huntington National Bank 4.4
Portfolio manager job in Cleveland, OH
The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.Duties & Responsibilities: + Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. + Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. + Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. + Manages a portfolio of commercial customers in partnership with the relationship manager. + Will have regular contact with and a visible role in managing the customer relationship along with the relationship manager assigned to the account + .Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. + Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. + Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio. + Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio. + Will work directly with the Team Leader, Relationship Managers, Regional CRE Management, and Regional Credit Officer. + Work with RM on Loan Closings. + Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee. + Conduct portfolio reviews with senior management. + Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. + Participation in special projects is expected. + Work with and mentor Credit Analysts to develop required competencies and experience. + Prioritize work to meet customer expectations. + Analysis of existing portfolio to identify trends and opportunities. + Maintain up-to-date knowledge of market/industry trends. + Product Knowledge: Knowledgeable about the various commercial cross-sell products, which may have credit exposure including but not limited to foreign exchange, commodities, interest rate derivatives, treasury management, and commercial cards. + Technology: Effective utilization of IT systems that support the Commercial Segment. Systems include; CLOS, PMTS, MAX, CARS, MS Office Suite, RETS, AFS, etc. Basic Qualifications: + Bachelor's degree in Business, Finance, accounting or demonstrated knowledge and expertise + 12+ years experience underwriting commercial real estate Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - 189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly 60d+ ago
Asset Manager
Bwecap
Portfolio manager job in Cleveland, OH
Join Our Dynamic Team! Are you passionate about preserving the value of multifamily housing and ensuring the success of mortgage loans? We are looking for a dedicated and skilled Asset Manager to join our Agency (Freddie Mac) team. This role is not just a job; it's an opportunity to make a real impact in the community and work with finance professionals. About the Role: As an Asset Manager, you will collaborate closely with our Asset Management team, borrowers, lenders, and government agencies to ensure the financial health and value of multifamily properties. Your role will be pivotal in maintaining the integrity of our mortgage loan portfolio and fostering strong relationships with all stakeholders. Key Responsibilities: Financial Oversight: Monitor and track the receipt of monthly and quarterly financial reports to ensure timely and accurate data. Documentation Management: Ensure all necessary documentation is filed correctly and that tracking logs are up to date. Property Inspections: Identify properties that require inspections or interim PCAs at least monthly and engage third-party vendors through competitive bidding. Negotiate contract terms to secure the best deals. Financial Analysis: Analyze and report on the financial performance of an assigned portfolio of loans, providing insights and recommendations. Compliance and Reporting: Ensure all documentation is saved in each property's servicing file and that all reports are submitted to Freddie Mac on time. Risk Management: Perform ongoing asset management and surveillance activities to identify, monitor, rate, and mitigate financial, credit, operational, physical, ownership, and market risks. Borrower Communications: Coordinate ad hoc communications with borrowers to address their needs and concerns. Data Quality Control: Work with all Asset Managers to ensure the highest standards of data quality. Financial and Inspection Submissions: Coordinate the submission of financial and inspection reports for all loans. Internal Audit Coordination: Collaborate with Internal Audit on annual reporting and compliance. Process Improvement: Assist with the development and enhancement of systems and processes to improve efficiency and effectiveness. What We're Looking For: Experience: At least 5 years of relevant experience in multifamily agency real estate asset or portfolio management, or commercial mortgage servicing. Education: A bachelor's degree in banking, finance, real estate, or a related field is required. Background: A commercial real estate background is highly desirable. Skills: Ability to manage multiple assignments and meet tight deadlines. Strong analytical, oral, and written communication skills. Effective coordination and relationship-building abilities. A creative and flexible approach to problem-solving and organizational challenges. Why Join Us? Impactful Work: Your efforts will directly contribute to the preservation of multifamily housing and the financial stability of our portfolio. Collaborative Team: Work with a dynamic and supportive team that values your contributions and fosters professional growth. Professional Development: Opportunities to enhance your skills and advance your career through ongoing training and development. Inclusive Culture: We celebrate diversity and are committed to creating a welcoming and inclusive workplace. BWE offers a highly competitive benefits package including medical, dental, vision, paid time off, 401k match, paid parental leave, education assistance and so much more! If you are ready to take on a challenging and rewarding role, apply today! This position is eligible to earn a base salary in the range of $85k to $95k annually depending on job-related factors such as level of experience and geographic location. This position is also eligible for an annual discretionary bonus. We encourage you to explore the career opportunities we have available here at BWE!
$85k-95k yearly Auto-Apply 9d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Parma, OH?

The average portfolio manager in Parma, OH earns between $62,000 and $188,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Parma, OH

$108,000

$62,00010%

$108,000Median

$188,00090%

What are the biggest employers of Portfolio Managers in Parma, OH?

The biggest employers of Portfolio Managers in Parma, OH are:

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