Portfolio manager jobs in Pinellas Park, FL - 280 jobs

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 5 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Tax Manager - Shape the Future of Strategic Tax Advisory in Tampa Are you a seasoned tax professional ready to lead with insight and impact? Join a dynamic CPA firm in the heart of Tampa that's been delivering trusted, forward-thinking accounting solutions since the 80s. We're known for building long-term client relationships, embracing progressive ideas, and helping businesses navigate today's ever-changing financial landscape. What You'll Do: Lead the preparation and filing of federal, state, and local tax returns. Conduct in-depth tax research to ensure full compliance and identify planning opportunities. Develop and execute tax strategies that reduce liabilities and enhance cash flow. Advise on the tax implications of key business decisions and transactions. Collaborate with external advisors and auditors to ensure accuracy and transparency. Stay ahead of legislative changes and assess their impact on clients. Mentor and inspire a team of tax professionals in a collaborative, growth-focused environment. What You Bring: Bachelor's degree in Accounting, Finance, or related field. CPA designation (required). 5+ years of experience in tax compliance and planning. Familiarity with CCH software is a plus. Industry experience in construction, manufacturing, retail, or professional services is a bonus. Strong analytical skills, attention to detail, and excellent communication abilities. Why Join Us? You'll be part of a firm that values continuity, personal relationships, and proactive problem-solving. We serve a wide range of industries-from healthcare and technology to construction and not-for-profit-and offer services that go beyond tax, including audit, valuation, and advisory. Here, your expertise will help shape smarter decisions and lasting client success. Ready to make your mark in a firm that's built on trust, innovation, and growth? Apply today and let's talk about your future. Benefits -Office located in exciting and growing downtown area of Tampa, FL. -Hybrid work schedule -Competitive salary with bonus. -Paid CPE, CPA Study course and bonus for passing CPA exam. -Robust PTO and holiday schedule. -100% Employer paid health, long-term disability and short-term disability insurances. -401K Safe Harbor, Profit Sharing and access to a host of other voluntary benefits -Paid Parking for all employees.

Details This is Full-Time Benefit Eligible position working 80 hours per biweekly pay period. Shift: Monday - Friday Annual Salary: Min $73,840.00 Mid $92,310.40 Position Summary Investigates and resolves incidents and grievances; secures evidence; creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues; facilitates corrective action plans; trends and analyzes risk reports; assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Initiates reports to insurance carrier and regulatory agencies; assesses damages and injury for claims, answers interrogatories and request to produce for claims, prepares staff for depositions and trials, and manages and coordinates claims with defense counsel. Identifies opportunities for the improvement of quality, safety and cost, as well as patient, customer, and employee satisfaction. Position Responsibilities People At The Heart Of All That We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. Standard Work Duties: Healthcare Risk Manager Investigates and resolves incidents and grievances (including sexual misconduct allegations, and reports to appropriate regulatory agencies, when required); creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues. Monitors and manages legal claims with defense counsel, sets reserves, interviews person(s) involved in claims, assists with depositions and trials, answers interrogatories. Assists with developing educational programs and learning modules for orientation and ongoing education, as well as upon request by various departments regarding risk topics. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Assists with managing Patient Safety Work Product via Patient Safety Organization Conducts Serious Incident meetings and Root Cause Analyses; provides clinical and/or risk expertise to requested committees and process reviews, as needed. Assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. People At The Heart Of All We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Guide Projects Using Acceptable Standards And ITIL Framework Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Competencies & Skills Essential: Excellent verbal and written communications, analytical ability, and computer literacy. Excellent presentation skills and organizational skills. Claims handling skills which include dealing with difficult people, and assessing damage. Excellent investigative skills. Maturity, ethics, and strong negotiating skill Conflict resolution skills Qualifications & Experience Essential: Bachelor Degree Nonessential: Master Degree Experience Essential: - Meets “Qualified Healthcare Risk Manager” competencies in accordance with Fla. Stat. 395.0197(2). - Staff RN experience (in lieu of Staff RN experience, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered). Licenses Essential: Registered Nurse (in lieu of Registered Nurse license, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered) Experience Preferred: Previous management Certifications Preferred: Certified Professional in Healthcare Risk Manager (CPHRM)

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Position Overview The Commercial Portfolio Manager is responsible for the management of a portfolio of commercial loans. This position is expected to build trusted, competent, and positive working relationships with each client in their portfolio, while also supporting the growth and performance of the Bank's commercial lending platform. Essential Duties and Responsibilities * Support the portfolio of commercial loan officers by monitoring existing loan portfolios to ensure they are performing adequately. * Serve as the first line of defense for loans that exhibit deteriorating credit quality; escalate to special assets as appropriate. * Process loan servicing requests in accordance with Bank policy and regulatory requirements. * Effectively communicate with internal business partners (loan operations, credit services, credit review, audit, treasury services, etc.) throughout the underwriting and portfolio management process. * Perform annual reviews on assigned commercial loans as required. Proactively meet with clients during these reviews to assess current needs, identify future opportunities, and make recommendations that support their business objectives. * In addition to annual reviews and ongoing portfolio management, the PM will collaborate with calling officers and branch staff to conduct regular outbound calling initiatives, proactively engaging clients to strengthen relationships and provide continuous support that enhances the overall client experience. * Prepare delinquent loan status reports and deferment requests as needed. * Review and process new loan opportunities that arise from existing portfolio clients. Manage these requests through the commercial underwriting process, including initial structuring, financial analysis, preparation of credit memoranda, and coordination with credit and underwriting teams. * Miscellaneous duties as assigned. Qualifications * Bachelor's degree or equivalent experience required. * Minimum of 2 years' experience in credit analysis/portfolio management in a commercial lending environment. * Strong understanding of the underwriting process for commercial loans. * Excellent verbal and written communication skills. * Ability to exercise independent judgment on client relationship credit analysis and take appropriate action. * Solid understanding of banking services and financial products. * Strong analytical and financial analysis skills. * Excellent interpersonal skills with the ability to build strong client and internal relationships. * Customer service focus with the ability to represent the Bank's interests while maintaining client satisfaction. * Self-motivated individual with a positive, can-do attitude. * Ability to work both independently and collaboratively within a team. * Strong time management and multi-tasking skills. * Demonstrated ability to perform in a fast-paced, high-volume environment. * Strong negotiation and persuasion skills. * Ability to adapt to change and evolving priorities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Position Overview The Commercial Portfolio Manager is responsible for the management of a portfolio of commercial loans. This position is expected to build trusted, competent, and positive working relationships with each client in their portfolio, while also supporting the growth and performance of the Bank's commercial lending platform. Essential Duties and Responsibilities Support the portfolio of commercial loan officers by monitoring existing loan portfolios to ensure they are performing adequately. Serve as the first line of defense for loans that exhibit deteriorating credit quality; escalate to special assets as appropriate. Process loan servicing requests in accordance with Bank policy and regulatory requirements. Effectively communicate with internal business partners (loan operations, credit services, credit review, audit, treasury services, etc.) throughout the underwriting and portfolio management process. Perform annual reviews on assigned commercial loans as required. Proactively meet with clients during these reviews to assess current needs, identify future opportunities, and make recommendations that support their business objectives. In addition to annual reviews and ongoing portfolio management, the PM will collaborate with calling officers and branch staff to conduct regular outbound calling initiatives, proactively engaging clients to strengthen relationships and provide continuous support that enhances the overall client experience. Prepare delinquent loan status reports and deferment requests as needed. Review and process new loan opportunities that arise from existing portfolio clients. Manage these requests through the commercial underwriting process, including initial structuring, financial analysis, preparation of credit memoranda, and coordination with credit and underwriting teams. Miscellaneous duties as assigned. Qualifications Bachelor's degree or equivalent experience required. Minimum of 2 years' experience in credit analysis/portfolio management in a commercial lending environment. Strong understanding of the underwriting process for commercial loans. Excellent verbal and written communication skills. Ability to exercise independent judgment on client relationship credit analysis and take appropriate action. Solid understanding of banking services and financial products. Strong analytical and financial analysis skills. Excellent interpersonal skills with the ability to build strong client and internal relationships. Customer service focus with the ability to represent the Bank's interests while maintaining client satisfaction. Self-motivated individual with a positive, can-do attitude. Ability to work both independently and collaboratively within a team. Strong time management and multi-tasking skills. Demonstrated ability to perform in a fast-paced, high-volume environment. Strong negotiation and persuasion skills. Ability to adapt to change and evolving priorities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Financial Portfolio Manager I Pinellas County Housing Authority (PCHA) Pinellas County, FL | Full-Time, Exempt | Full Benefits If spreadsheets are your love language-and purpose matters-keep reading. The Pinellas County Housing Authority is hiring a Financial Portfolio Manager I to help manage the financial health of our housing portfolio, including Section 8 programs and grant-funded properties. This role sits at the intersection of finance, public service, and strategy. You'll work closely with the Director of Finance and property leadership to ensure our numbers are accurate, compliant, and telling the right story-because good decisions start with good data. What You'll Do (The Work That Actually Matters) Financial Management & Analysis Manage financial activities for assigned properties, including Section 8 and grants Prepare and review journal entries, invoices, accruals, and reconciliations Lead monthly close processes, including revenue and expense analysis Analyze balance sheets, general ledger accounts, and financial trends Budgeting, Forecasting & Reporting Prepare and monitor operating budgets and revisions Lead budgeting and forecasting for assigned portfolios Produce monthly, quarterly, and annual financial reports Provide clear financial insights to leadership, including the Board and Executive Team Cash, Banking & Compliance Project cash needs and assist with banking activities, wire transfers, and investments Prepare audit workpapers and REAC FDS reports for assigned properties Ensure compliance with GAAP, HUD requirements, and internal controls Collaboration & Support Serve as a financial partner to property managers and their teams Contribute to the Authority's broader goals and strategic initiatives Qualifications What We're Looking For Bachelor's degree in finance, accounting, public administration, business, or related field OR an Associate's degree in accounting with 10 years of accounting experience Strong knowledge of GAAP and public-sector accounting practices Advanced Excel skills (pivot tables don't scare you) Proven problem-solving ability Florida Class “E” driver's license and insurability Preferred Experience with Yardi Housing Authority, HUD, or public-sector finance experience Our Core Values (How We Work) At PCHA, technical skills get you in the door-values keep you here. Integrity - We steward public funds responsibly and ethically. Culture of Learning - We believe strong finance professionals never stop improving. Embracing Innovation - We welcome smarter tools, better processes, and fresh thinking. Accountability - We own our work, our deadlines, and our impact. Why PCHA? Mission-driven work that directly supports housing stability Stable public-sector environment with full benefits Exposure to complex portfolios, grants, and HUD programs A finance team that values accuracy and collaboration Ready to Apply? If you're analytical, organized, and want your financial expertise to make a real difference, we want to hear from you. Apply today and help strengthen the financial foundation of housing in Pinellas County. Pinellas County Housing Authority is an Equal Opportunity Employer.

This a privately held global asset management where you will be provided a roster of high\-net\-worth clients a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Opportunity: As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision\-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee\-only fiduciary firm, so our compensation structure aligns with our clients' best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm's unique approach. Responsibilities: Build trusting relationships with our clients and educate them on our top\-down portfolio strategy, their investments and important market events. Connect with clients on a quarterly basis to review their asset allocation Rely on our sales team to gradually build your roster of high\-net\- clients within the first year. Qualifications: 3+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638388676","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Number of Positions","uitype":32,"value":"1"},{"field Label":"City","uitype":1,"value":"Tampa"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33592"}],"header Name":"Portfolio Manager","widget Id":"378093000000072311","awli IntegId":"urn:li:organization:1411742","is JobBoard":"false","user Id":"378093000000130003","attach Arr":[],"awli ApiKey":"77gw3gb4ttl7ip","custom Template":"4","awli HashKey":"d6b560ee8d04f1cbfdfac6d30b1cf1fde1e79d83e320c8728779eb55f2ef12e357f912f35cf41ef014dff0b957c386169f31aa53b878839eb8045bbd3361d209","is CandidateLoginEnabled":false,"job Id":"378093000011824001","FontSize":"15","location":"Tampa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0ystidff581bf4b8e4a74850852e397978eba"}

Credit Portfolio Manager -Tampa, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Tampa, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices Workplace: On-site in Tampa, FL Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: 7+ years of experience in commercial credit or portfolio management Bachelor's degree required; preferably in Finance, Accounting, or Economics Proficiency in financial analysis, including global cash flow and credit risk evaluation Experience preparing credit packages and pricing models Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: Evaluate loan requests and perform risk assessments for commercial borrowers and prospects Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions Conduct financial spreads, narrative preparation, and loan pricing analyses Complete credit presentations and coordinate loan closings and renewals Perform ongoing portfolio monitoring, including annual reviews and covenant compliance Stay informed on industry trends and sector-specific risks Ensure timely and accurate collection of financial documentation and compliance with internal policies

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking a Manager, Portfolio Management to join our Digital Nexus organization. This is a hybrid work opportunity. Responsibilities: * Build and maintain a portfolio management framework that aligns with the organization's strategic goals and objectives; work closely with the Client Success Director to identify and prioritize technology programs and projects that support the clients' goals and objectives * Collaborate with business stakeholders to understand their portfolio needs and translate them into improvements in the portfolio and program management methodology; provide guidance and support to project team members; conduct quarterly and annual planning with the business stakeholders to schedule and prioritize their program and project needs * Monitor and report on the progress of technology programs and projects within the portfolio, ensuring they are delivered on time, within budget, and to the required quality standards; help to manage the portfolio budget, ensuring that resources are allocated effectively and efficiently; track value realization for our clients * Develop and maintain relationships with key stakeholders, including business leaders, project sponsors, and technology vendors; identify and manage risks and issues within the portfolio, ensuring that appropriate mitigation strategies are in place * Communicate program status and risks to stakeholders and senior management, highlighting any areas of concern or opportunity for improvement; collaborate with program and project managers and support resources to ensure timely updates are available; own and be accountable to prioritize and complete deliverables to meet the standards of senior leadership * Provide governance and management of the intake pipeline and act as primary partner for the Customer Success Directors to capture, structure, align and plan business intake and match this intake with the IT supply functions' capacity; ensure consistent capturing and prioritization of the demand towards IT and regular alignment and prioritization of demand; drive quarterly and annual planning with the clients, in conjunction with the Client Success Directors * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum five years of recent experience in portfolio management in a technology environment * Bachelor's degree from an accredited college or university in technology, business, finance or related field is preferred; minimum of a high school diploma or GED is required * Deep understanding of project management methodologies and tools; excellent influencing, negotiation, communication and stakeholder management skills; able to work collaboratively with cross-functional teams and manage multiple priorities * Possess a service-oriented mindset with the ability to see the customer's point of view; strong analytical and problem-solving skills; solid experience with ServiceNow Strategic Portfolio Management (SPM), PowerBI, and Excel * Experience with AI and prompt engineering preferred; Experience with ServiceNow Strategic Portfolio Management (SPM) is preferred * Must be able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork; Ability to work independently and as part of a team * Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries ("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, KPMG 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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 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 KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. 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.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. Primary Responsibilities Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input Leverage resources to maintain and increase efficiency to focus on clients at an effective level Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports Execute the Regions Client Experience at an advanced level Initiates and monitors required actions related to modeling and trading of client accounts Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners Participates in and may lead project teams as assigned by PMG leadership May serve as a liaison between portfolio managers and PMG leadership May serve as a mentor or leader to other portfolio managers This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelor's Degree or International Equivalent Seven (7) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent Preferences Bachelor's degree in Business Administration, Finance or Economics Technical Training in financial and economic markets Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) Skills and Competencies Analytical, organization and presentation skills Knowledgeable about sales techniques and possess sales aptitude Proven performance in investment management and client service Skilled in applicable computer software programs Verbal and written communication skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $125,813.60 USD Median: $168,920.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsDowntown TampaLocation:Tampa, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job DescriptionDescription: Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements: Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). Basic Qualifications * Bachelor's degree, or equivalent work experience * 10 or more years of investment experience Preferred Skills/Experience * Thorough understanding of investment management * Strong knowledge of finance, economics and general business * Strong sales and relationship management/client services skills * Ability to effectively present investment strategies to high and ultra high net worth clients * Ability to make critical decisions independently * Excellent interpersonal and verbal and written communication skills Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,695.00 - $146,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

We Are Accenture is recognized as a global leader in AI and cloud transformation, helping businesses across industries migrate, manage, and optimize their cloud environments. Through partnerships with leading cloud providers such as Nvidia, AWS, Microsoft Azure, and Google Cloud, Accenture offers end-to-end services that drive innovation and business agility. The Cloud Advisory Practice focuses on helping organizations define, plan, and implement innovative AI and cloud strategies that drive business value. Leveraging deep expertise across cloud platforms and technologies, this practice works collaboratively with clients to design scalable, secure, and resilient cloud environments. The practice offers guidance in key areas such as agentic AI infrastructure & hosting, modern cloud foundation, security and resiliency, full-stack FinOps, and cloud-native development approaches, ensuring that clients achieve agility, operational efficiency, and long-term growth. By aligning AI and cloud initiatives with business goals, the practice helps organizations realize the full potential of cloud innovation while navigating industry-specific challenges and regulations. You Are As a Portfolio Dispositioning Senior Manager, you will lead organizations through complex cloud transformation initiatives. In this role, you will conduct comprehensive cloud readiness and maturity assessments, develop strategic plans for cloud adoption, and evaluate cloud solutions and platforms. You will also perform application assessments, design migration strategies, and build compelling business cases at a portfolio level for clients embarking on their cloud journey. The Role Key Areas of Expertise + Agentic AI infrastructure and hosting + Cloud readiness maturity assessment, planning and assessment of cloud solutions/platforms & application assessment + Cloud migration planning + Cloud migration business case + Cloud strategy, cloud advisory and cloud transformation + IT infrastructure, datacenters, network and edge + IT operating model and FinOps + IaaS, SaaS and PaaS + AWS, Microsoft Azure, Google Cloud and OCI Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements. Here's what you need + Minimum of 8 years of the following: + Experience in discovery, assessment, design, and migration of infrastructure & applications from on-premises to hybrid/public cloud. + Experience delivering application and infrastructure assessments for clients, providing a 7R application disposition + Experience with migration planning, grouping applications for phased migration based on assessment. + Experience evaluating cloud deployment models and recommending the most suitable model (for example, IaaS vs PaaS vs SaaS) + Minimum of 3 years of experience creating and driving cloud transformation programs with a strong perspective on cloud-based modernizations, including lift & shift, re-platforming and re-architecture + Minimum of 2 years in a consulting field selling to customers + Bachelor's degree or equivalent (minimum 12 years) work experience. (If associate's degree, must have minimum 6 years work experience) + Associate/professional level certification in at least one major cloud provider (Azure, OCI, Google, AWS) Professional Skills Requirements + Strong analytical skills to understand infrastructure & application data and interpret in meaningful way for cloud assessment + Excellent communication and interpersonal skills. You will be expected to communicate business value for all technical solutions all the way to the C-Suite in some cases. + Deep knowledge of one or more industry areas (e.g. hospitality, banking, aerospace, retail, supply chain) + Understanding of infrastructure and cloud outsourcing + Strong critical thinking, analytical and problem-solving skills + Demonstrated leadership, camaraderie, and teamwork in a multi-cultural professional setting + Experience working in a technology environment in designing and implementing solutions that meet the business needs within project timelines + Have provided estimations, project plans and resource requirements for designed solutions Bonus Points If You Have + Degree in computer science, engineering, physics or math preferred + Knowledge of PaaS services, Kubernetes, Docker, Cloud foundry, open shift, experience in Virtualization Platforms (e.g. VMWare, Hyper-V, etc.). + Understanding of the DevOps processes and tools. + Good understanding of 12 factor application and implementation + High-level understanding of SDLC and Agile + Industry specific experience (financial services, health & public services, resources, products, communications and media tech) + Experience with cloud native, containers and serverless architectures + Strong understanding of cloud security, cloud managed services frameworks, tools and solutions Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted on 01/23/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (******************************************************* Role Location Annual Salary Range California $132,500 to $302,400 Cleveland $122,700 to $241,900 Colorado $132,500 to $261,300 District of Columbia $141,100 to $278,200 Illinois $122,700 to $261,300 Maryland $132,500 to $261,300 Massachusetts $132,500 to $278,200 Minnesota $132,500 to $261,300 New York $122,700 to $302,400 New Jersey $141,100 to $302,400 Washington $141,100 to $278,200 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.

Responsibilities Primary focus on Senior Housing assets in Tampa, FL with expansion to other markets in future Support Lab and Outpatient Medical Assets as needed Technical expertise Provide technical support to the property management and building engineers Conduct property condition assessments on a regular schedule for portfolio properties and during due diligence as needed Review preventative maintenance performance to drive improvements and identify capital needs Provide project management oversight and act as owner's representative to ensure capital is deployed as effectively as possible Provide regular project updates Manage project execution inclusive of tenant improvement projects Attend key milestone meetings Drive key decisions and course corrections Project management and cost analysis Evaluate and identify opportunities to improve property value through reducing utility consumption or otherwise reducing operating expenses Responsible for the development and execution of portfolio capital strategy Ensure technical capability of portfolio increases through vendor partnerships and training Manage insurance claims on behalf of the owner Collaborate with facility operators to develop and execute remediation plans Coordinate with remediation contractors on key technical and operational decisions Liaise with insurance adjusters and representatives to ensure accurate documentation and alignment throughout the claims process Budgeting and Forecasting Participate in preparation of annual capital budgets, tracking of monthly capital spend, and monthly capital forecasting by coordinating and communicating closely with property management and leasing teams Responsible for tracking year-to-date progress of capital spend Communication Communicate with property management team and operators on an ongoing basis Oversee and provide guidance to operators and third-party providers Lead preparation and emergency response to all portfolio emergencies including natural disasters Provide support for emergency communications and tracking material incidents and status of owned properties during natural disasters. Collaborate with asset management and operating partners on portfolio strategy Collaborate with peers across multiple portfolios to identify best practices and opportunities for improvement across property types Other Responsibilities Lead portfolio sustainability plans and execution Involvement in special initiatives requiring presentations to key stakeholders Reviewing contracts and providing input for legal review Build relationships with key vendors Position Requirements: Bachelor's Degree in Mechanical, Electrical, Civil Engineering, Construction Management or Architectural preferred At least 4 years of work experience in mechanical engineering, building design, construction management, project management, architecture field or closely related facility management environment Experience in capital planning and cost estimating Superior verbal and written communication skills, strong interpersonal skills Staff management experience a plus Strong research skills and ability to source a solution/option quickly when presented with a challenge Adept at managing multiple priorities and tasks concurrently with limited oversight Advanced Excel skills and working knowledge of Microsoft Office Suite - Word, PowerPoint, and Outlook Strong analytical and problem-solving skills with the ability to work in a fast paced, high-volume environment Demonstrate excellent organizational skills and attention to detail Demonstrate an understanding of finance and real estate concepts Ability to solve problems and facilitate creative solutions Drive process improvement Ability to safely climb and descend vertical ladders, navigate difficult terrain and tight spaces such as attics, building rooftops, or crawl spaces if deemed safe and necessary, and walk 5-10 miles per day without issue Ability to work efficiently remotely and communicate effectively while traveling; ability to work well independently and in team/group environments Travel as necessary up to 30%

We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: Monitor and analyze the progress of active account and book reviews, as well as staff productivity. Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. Identify and escalate potential issues to appropriate parties for further action. Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. Eagerness to engage directly with clients and advisors. Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. Excellent written and verbal communication skills, including the ability to communicate with all levels of management. Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. Ability to build relationships across business functions to obtain necessary information for conducting reviews. Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: Bachelor's Degree preferred. Experience as a Supervisory or Compliance professional preferred. Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. Experience working alongside Advisors preferred. Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

ROLE: Senior Asset Manager REPORTS TO: Vice President of Asset Management Atlanta, Tampa, Jacksonville, Louisville, San Antonio - Remote **35% overnight travel** COMPANY OVERVIEW Venterra Realty is a growing developer, owner, and operator of multifamily apartments with approximately 90 mixed-use and multifamily communities across 21 major US cities. Over 42,000 people and more than 18,000 pets call Venterra "home"! We are committed to improving the lives of our residents by delivering an industry-leading customer experience. Through the exceptional commitment and dedication of our approximately 900 team members, we've enjoyed tremendous growth and financial success over our 23-year history. We're thrilled to be recognized as a leading workplace with numerous prestigious awards year after year! In 2024 alone, Great Place to Work's annual employee survey led to various workplace recognitions including being named one of the 2024 FORTUNE© Best Medium Workplaces, ranking #1 in our size category on the 2024 Best Workplaces in Real Estate list, and being celebrated as one of People Magazine's 2024 PEOPLE Companies that Care. Anonymous Venterra Glassdoor reviews have also resulted in our becoming a five-time Glassdoor Best Places to Work winner. Explore our communities at VenterraLiving.com, and visit Venterra.com to learn more about how we're out-caring the competition by staying true to our value proposition: “We care more about renter experiences, which drives superior results.” THE OPPORTUNITY The Senior Asset Manager will play a key role within the Asset Management team, overseeing several strategic organizational objectives and partnering cross-functionally to achieve superior asset performance. The successful candidate will be able to take their deep asset knowledge to become the hub/the product manager of a group of multifamily assets that leverages expert resources from finance/accounting, capex and engineering as well as onsite operating personnel to put forth plans each year to optimize operating results at each property for which the Senior Asset Manager is responsible. The Senior Asset Manager will possess an exceptional understanding of what makes multifamily assets achieve exceptional performance and to take this deep knowledge and apply it to the due diligence process for potential acquisitions and objectively determine whether a given asset under consideration for acquisition will be able to achieve the short and longer-term projections for both revenue and expenses while having the ability to determine the capex required to achieve these projections. This position does not include direct staff supervision but requires leadership through influence, collaboration, and subject-matter expertise. KEY JOB RESPONSIBILITIES Proactively identify potential value destruction and value generation through both onsite property visits and financial analytics and work with Operational teams to plan and execute to maximize opportunity. Monitor and review market trends, submarket data, and area supply indicators to develop maximization strategies at the portfolio and individual asset level. Partner with Finance Division to redefine standard AM functions such as budgeting, variance reporting, capital management, and forecasting - leveraging the unique skill sets of each group to ensure successful outcomes. Review monthly revenue and compliance reporting - producing investor and lender reporting while providing feedback and guidance to Property Management teams. Oversee the execution of value-add renovations/new construction projects to ensure underwritten profitability is achieved. Routinely develop, present, and implement property performance assessments Participate in underwriting multifamily properties with the ability to review market comp analysis, typical equity and debt structures, and various due diligence functions of Venterra's acquisition process CANDIDATE PROFILE Bachelor's degree with an emphasis on Real Estate, or other business-related field (Advanced degree preferred) At least 10 years of progressive experience in an Asset Management or Senior Operations function of Multifamily market Working knowledge of Real Estate Investments, Multifamily Property Management, and Asset Underwriting Strong Excel skills with financial modeling capabilities Strong analytical and organizational skills with a passion for attention to detail Self-starter with a strong sense of ownership, professional excellence, and assertive follow-through BENEFITS Competitive Base Salary and performance bonus. A robust package of Health (Medical (PPO), Dental, Vision), 401k matching, paid vacation suite benefits and employer-paid Short & Long-Term Disability, among other things. Educational Assistance / Reimbursement to support your drive to learn. 8 paid hours per year of Volunteer Time Off to serve the organization(s) of your choice. Access to thousands of employee discounts with BenefitHub. Venterra Realty is an equal opportunity employer. Accessibility accommodations are available on request for candidates taking part in all stages of the selection process.

Prosperity Capital Partners, a high-performing real estate investment firm, is seeking a results-driven Asset Manager to join our growing team. This critical role demands a proactive leader with a proven ability to drive financial performance, oversee operational excellence, and manage multifaceted projects across a diverse real estate portfolio. The ideal candidate is highly analytical, a confident decision-maker, and skilled in identifying both risks and opportunities that impact asset value and profitability. You'll collaborate with on-site and regional teams, hold internal and external stakeholders accountable, and ensure strategic execution aligns with company standards and investment objectives. If you're eager to work in a fast-paced environment where you can make a direct impact on a growing $400M+ portfolio-with plans to double in the next 36 months-we invite you to join a company built on performance, growth, and value creation. Prosperity Capital Partners is a private equity firm located in Largo, FL of the Greater Tampa Bay area. In business for over 20 years, Prosperity believes in being forward-looking and creating a better future for our company, our investments, our investors, and the thousands of tenants and community members we impact at our multifamily assets. At Prosperity, the Asset Manager team is the lifeblood of our operations. This role is responsible for the analysis and financial management of a portfolio of multifamily properties located in the Southeast. Ideal candidates must possess and exemplify strong leadership skills, project management, and strong communication skills while maintaining a teamwork mindset. Our Asset Management teams oversees our assets through regular correspondence with internal and external team members, investors, our third-party on-site managers, regionals, corporate staff, and vendors, thus a teamwork mentality is crucial for this role. Our Asset Managers are responsible for implementing our company business plans at each asset, adhering to company standards, managing, and driving financial and operational property performance, reviewing monthly and annual financial performance. The AM team completes annual budget reviews and approvals compared to underwriting, manages capital improvements projects, lender and investor reporting and ensures achievement of overall financial goals for each location. Consistent assessment of each asset's performance and subsequent adjustments for improvement are part of the daily operational responsibilities for each Asset Manager. As we grow with acquisitions, we rely on the insight and input of our AM team as part of the evaluation process for new investments and underwriting. Thus, an ideal individual is one who has the ability to see the overall high-level financial picture and possesses the ability to pivot between macro-management of projects and micromanagement, as needed for performance and achievement. Our Asset Manager role requires someone who possesses strength in both written and verbal communication and computer skills, exemplifies the ability to take strong initiative, is well-organized, detail-oriented, and able to communicate clearly with individuals or groups. Prior experience in property management and property management operating systems is a necessity. This is an in-office position located in Largo, FL which is in the beautiful Greater Tampa Bay area and remote positions are not currently available. As we must inspect what we expect, this role does require up to 25% travel to assets based on the needs of the properties. We offer a competitive salary based on professional experience, benefits, and administrative and team support. If you're ready to join an active real estate team that can utilize your talents and help you establish a career with a fast-paced dynamic company, with room to grow, then we are looking forward to speaking with you! Manages company complexes according to investment preferences and goals Meets with the CEO to assess asset status, needs, risks, goals, and progress Prepares financial statements, business activity reports, monthly and quarterly investment summaries and forecasts Develops, organizes, and maintains assigned portfolios Studies sub-market trends to maximize profits and identify growth opportunities while identifying potential challenges Supervises employees who assist in financial reporting and budgeting Coordinates with third-party property managers, regionals, and other third-party vendors Fosters and maintains positive team relationships Assesses financials monthly Review financial reports to find opportunities to reduce costs and hit performance targets Compiles and presents asset management reports to clients, supervisors, and senior executives Contributes to team efforts by accomplishing related tasks as needed Minimum 3+ years in asset management, property operations, or real estate investment preferred Strong analytical and financial modeling skills with a demonstrated ability to drive asset performance Project management proficiency-able to prioritize, delegate, and lead initiatives to completion Excellent communication and leadership skills with the ability to influence cross-functional teams Track record of accountability, follow-through, and achieving measurable results High attention to detail, strong organizational skills, and a proactive, solutions-focused mindset Adept with excel financial reporting tools and property management software (Yardi experience is a plus)