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Portfolio manager jobs in Raleigh, NC

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  • Traffic Construction Branch Manager

    Roadsafe Traffic Systems, Inc. 4.1company rating

    Portfolio manager job in Apex, NC

    Title: Branch Manager Classification: Exempt About the Organization RoadSafe Traffic Systems is the largest national provider of traffic safety products and services in the United States. RoadSafe serves customers in all 48 contiguous states through its network of more than 60+ branch locations. At RoadSafe, we offer competitive pay, growth potential, and an excellent benefits package, including medical, dental, vision, and 401(k) plans for those who qualify. We recognize and value diversity and are committed to creating an inclusive environment for all employees. Position Summary: The Branch Manager is responsible for overseeing the day-to-day operations of branch crews and equipment, ensuring seamless job execution and employee training to support customers. This role also directs overall branch operations, including safety, staffing, fiscal management, and compliance. We are seeking a hands-on operational leader with strong financial acumen, customer relationship skills, and the ability to balance corporate priorities with customer demands and local resource availability. This is a working manager role, requiring direct involvement in traffic control and field operations. This role is ideal for a purposeful leader who thrives in a dynamic, high-demand environment and is committed to operational excellence. Essential Functions: The Branch Manager will be responsible for: Overseeing branch production, budgeting, and financial performance Managing shop activities, customer relations, and job site operations Coordinating with estimating teams on capacity planning and critical path issues Working with accounting teams on revenue recognition, forecasting, and reporting Ensuring compliance with all safety and regulatory requirements Essential Responsibilities: Crew & Equipment Management: Oversee crews and equipment in remote locations to meet customer expectations efficiently. Customer & Municipal Relations: Professionally interact with municipalities and customers, manage project notifications, secure permits, and ensure regulatory compliance. Problem-Solving & Decision-Making: Quickly assess challenges and exercise independent judgment to find effective solutions. Personnel & Scheduling: Develop employee schedules, manage labor needs, and ensure all project paperwork is completed on time. Project Planning & Execution: Plan and schedule projects to maximize efficiency and cost-effectiveness. Staffing & Performance Management: Assess employee capabilities, contribute to hiring and termination decisions, and ensure proper training and development. Safety & Compliance: Maintain oversight of all safety requirements, including DOT and industry compliance standards. 24/7 Availability: Be prepared for high-demand scheduling, including evenings, weekends, and emergency project needs. Procurement & Financial Reporting: Request necessary materials, manage billing, and maintain accurate revenue forecasts. Travel: Travel as needed for project oversight and branch operations. Key Leadership Competencies: Leads by example, demonstrating a strong commitment to safety, ethics, and work-life balance. Excellent communicator who earns the respect of employees, vendors, and customers. Collaborative team builder with strong decision-making skills. Accountable for financial performance, focusing on profitability and cash flow. Represents the company professionally in interactions with customers and agencies. Required Knowledge & Skills: Deep understanding of state regulations for traffic control devices and materials. Active involvement in industry associations, coalitions, and state DOT collaborations. Proficiency in Microsoft Excel and Word; Viewpoint software experience preferred. Strong financial literacy, including balance sheets and profit & loss statements. Education & Experience: Preferred: Bachelor's degree in Construction Management, Engineering, or a related field. Preferred: Minimum 10 years of experience in traffic control and safety, including direct crew work and formal industry training. Preferred: Minimum 10 years of supervisory or management experience. EOE Statement RoadSafe is an Equal Opportunity Employer/including Disabled/Veterans
    $38k-54k yearly est. 7d ago
  • Global Portfolio Manager

    Amvac Chemical Corp 4.4company rating

    Portfolio manager job in Morrisville, NC

    As a diversified agricultural and specialty products company, American Vanguard Corporation focuses on crop protection, turf and ornamental markets, and public health applications. We hone our talent, strategy and seasoned experience to better serve the expanding needs of a modern world. And that's why we're expanding. We are seeking a dedicated Global Portfolio Manager for our crop and non-crop products who will oversee the strategic positioning, prioritization and lifecycle planning partnering with cross-functional global teams to support commercialization and revenue growth. American Vanguard and its subsidiaries AMVAC & AMGUARD have successfully served the results‐driven global markets through development, manufacturing and marketing of products for agricultural and commercial use beginning in 1969. At American Vanguard, we believe in growth, innovation, and opportunity. We understand that a successful business is built on the strength of its people which is why we are dedicated to nurturing talent, fueling success and cultivating potential. The Position As the Global Portfolio Manager, you will be responsible for managing the lifecycle of crop and non-crop agrichemical & biological products including strategic positioning, prioritization and overseeing their lifecycle. You will lead engagements with cross-functional stakeholders to drive the development and successful launch of new products while ensuring alignment with market demands and business goals. You will work closely with key business units to ensure a harmonized approach that balances short-term product needs with long-term strategic objectives. Additionally, you will champion the adoption of advanced technologies and systems to enhance product development processes, ensuring the efficient execution of global product strategies and optimizing the portfolio for growth. Responsibilities Contribute to and manage the global product lifecycle and product strategy for all Crop and Non-Crop American Vanguard products @ AMVAC, AMGUARD, OHP Develop and lead product strategies from conception and delivery through post patent and exit to meet current and future product needs Conduct market research and competitor analysis to identify emerging trends, customer pain points, and opportunities Work closely with customers, account managers and product development to identify gaps and opportunities in the product portfolio that need to be filled through development, enhancement, acquisition, or partnerships Define and deliver new product opportunities including expanding positioning for current active ingredients (AI) to increase portfolio revenues Help push new products to commercialization in conjunction with Commercial teams Manage post patent strategies and leverage global developing markets Work with marketing to develop and deliver strong brand awareness and position solutions globally Requirements and Skills Bachelor's degree in Business, Engineering, Agri-Business, or related field required; Master's degree / MBA preferred 7+ years of experience in global product portfolio management and development within the agricultural chemicals industry In-depth knowledge of scientific disciplines like agronomy, toxicology, and environmental science Experience managing product lifecycles in a regulated global environment Familiarity with product development processes, regulatory requirements, and market trends Deep understanding of industry and competitive landscape, including product types and trends Proficiency in ERP systems (SAP, Oracle) and data analysis tools Demonstrated examples of conducting portfolio analysis to identify gaps, evaluate market trends, and optimize product offerings to align with demand Individual Strengths Ability to collaborate cross-functionally with sales, marketing, regulatory, and R&D teams to drive successful product launches and sales strategies Track record of collaborating and leading cross-functional teams to successfully deliver change Strong skills in aligning development efforts with long-term business goals Strong strategic thinking and delivery of innovation Benefits Industry leading Medical, Dental, and Vision care for employees and their families Life and Disability Insurance; Health Savings Account (HSA) / Flexible Spending Account (FSA) 401(k) Retirement Savings Plans with employer match Employee Stock Purchasing Plan (ESPP) offered Additional benefits include Vacation & Holiday time off as well as a Wellness program We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. American Vanguard Corporation (NYSE: AVD)
    $76k-146k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager II - CDF

    First Citizens Bank 4.8company rating

    Portfolio manager job in Raleigh, NC

    The Portfolio Manager II - CDF manages a Community Development Finance (CDF) CDFI investment and FHLB Affordable Housing Program (AHP) portfolio for all post-closing action items, including disbursements, modifications, conversions, performance monitoring, and reporting, as assigned. In partnership with CDF Loan Portfolio Management team, CDF Relationship Managers (Originations) and CDF Loan Operations (Closers and Servicers), this role serves as the primary FCB post-closing business contact. With guidance from Director, this role serves as primary post-closing business contact with internal and external parties including borrowers, equity partners, public entities, credit examiners and/or auditors, representing FCB for all required action items to maintain a high-quality portfolio in compliance with all applicable regulations. Responsibilities * Loan Portfolio Management - Serve as primary point of contact for a portfolio of CDFI and AHP loans, including knowledge of loan documents, transactions and underwriting. With support, conduct loan modifications as needed, including underwriting, credit analysis and legal document modification. Serve as primary contact for the post-closing relationship with the Borrower to maintain a high degree of professionalism to encourage repeat business with the Bank. Implement loan monitoring policies and procedures to ensure consistent management of the loan portfolio. Ensure all file systems are updated and accurate for audit purposes. * Financial Reporting and Covenant Compliance - Maintain accurate loan risk ratings by analyzing loan performance, preparing annual reviews and reviewing/affirming risk ratings as needed. Contribute accurate loan-level information for portfolio-wide reporting. Complete all required site visits, covenants, and annual reviews in a timely manner. Maintain reporting information on relevant tracking systems for accurate reporting. * Participates in meetings, trainings (inclusive of Bank required compliance courses) and other duties or special projects as assigned by management. Qualifications Bachelor's Degree and 3 years of experience in Credit Analysis, Credit Underwriting, Portfolio Management OR High School Diploma or GED and 7 years of experience in Credit Analysis, Credit Underwriting, Portfolio Management Preferred Area of Study: Business, Finance, Economics, Real Estate, Public Policy/Planning Preferred Area of Experience: Finance, Banking, Real Estate, Public Policy/Planning Knowledge of the affordable housing industry, Knowledge of loan portfolio management policies, processes and procedures Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-ED1
    $77k-118k yearly est. 13d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Raleigh, NC

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $86k-143k yearly est. 21d ago
  • US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager

    EY 4.7company rating

    Portfolio manager job in Raleigh, NC

    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. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **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 . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. 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. **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 ************************** .
    $90-120 hourly 30d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Raleigh, NC

    **Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables 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 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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: ***********************************
    $99k-232k yearly 60d+ ago
  • Tailored Care Management Care Manager

    Pathways To Life 3.9company rating

    Portfolio manager job in Cary, NC

    Who we are looking for We are seeking a dedicated and organized individual to join our team as a Tailored Care Management (TCM) Care Manager. This role is essential to coordinating and managing comprehensive care for individuals with complex health needs, ensuring they receive the right services at the right time. The ideal candidate will have a strong background in care coordination, an understanding of tailored care management principles, and a passion for improving the quality of life for those we serve. What you will do As a Tailored Care Management Care Manager, you will be responsible for coordinating and overseeing the care of individuals with serious mental illness, substance use disorders, and/or intellectual and developmental disabilities. You will work closely with clients, their families, and various service providers to develop and implement person-centered care plans that address all aspects of the client's health and well-being. Your responsibilities will include: Conducting comprehensive assessments to identify the health, social, and behavioral needs of clients. Developing and implementing individualized care plans in collaboration with clients, families, and interdisciplinary teams. Coordinating services across various providers, including medical, behavioral health, and social services, to ensure seamless and effective care delivery. Monitoring client progress and making necessary adjustments to care plans to achieve desired outcomes. Providing education and support to clients and families to help them understand their care plans and access available resources. Ensuring that all services are delivered in a person-centered, culturally competent manner that respects the client's preferences and values. Collaborating with community partners to address barriers to care and connect clients with needed resources, such as housing, transportation, and employment. Documenting all interactions and services provided in accordance with agency policies and state and federal regulations. Participating in regular team meetings and care coordination conferences to discuss client progress and optimize care strategies. Advocating for clients within healthcare, judicial, and social service systems to ensure they receive comprehensive and coordinated care. Qualifications to join a winning team If you are passionate about making a difference in the lives of those we serve and meet the following qualifications, we encourage you to apply: A Bachelor's or Master's degree in social work, nursing, counseling, or a related field. A minimum of 2 years of experience in care management, case management, or a related field. Strong understanding of tailored care management principles and the ability to coordinate care for individuals with complex health needs. Excellent communication, organizational, and problem-solving skills. Experience working with diverse populations and a commitment to cultural competence. A valid driver's license and reliable transportation. Pathways to Life, Inc. offers comprehensive compensation and benefits to full-time employees, including: Competitive compensation with regular performance feedback. Healthcare insurance, including medical, dental, and vision. Paid time off. Per diem and part-time options available. Who we are Pathways to Life is a local wellness organization committed to helping individuals and families achieve wellness. We specialize in mental health, substance abuse, outpatient services, laboratory testing, medication management, and community and in-home mental health services for adults and children. Since 2006, we have been providing quality services to our local communities through proven programs and treatment methods delivered by local and qualified professional staff who understand the importance of affecting positive change and restoring wellness in the lives of those we serve. What we believe At Pathways to Life, our mission is to foster continual growth in the lives of those we serve, our colleagues, our culturally diverse communities, and ourselves. Our efforts enhance recovery, wellness, self-determination, and independence by providing person-centered supports, advocacy, and outreach efforts delivered with empathy and respect. Pathways prides itself on whole-person treatment, and we believe in providing our clients and staff with as many healthy resources as possible. Physical Demands Regularly walk, stand, or stoop. Occasionally lift, carry, push, or pull objects weighing up to 25 pounds. Regularly drive a motor vehicle. Must be physically able to complete NCI-B and CPR training. If you are ready to make a real difference in the lives of the people we serve, please apply today to join our team. Pathways to Life, Inc. is an equal opportunity employer providing reasonable accommodation to qualified employees with disabilities protected by applicable laws, regulations, and ordinances. Pathways to Life, Inc is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company
    $104k-148k yearly est. 60d+ ago
  • Sr. Investor Relations Analyst

    Advance Auto Parts 4.2company rating

    Portfolio manager job in Raleigh, NC

    is of a Hybrid Work Arrangement, requiring four days in-office Support the Investor Relations department through analysis, development and implementation of various investor relation initiatives while supporting the overall business strategy. Responsibilities include analyzing relevant financial, operational and other related data as well as competitive and market data to contribute to a unified investor relations narrative. Responsibilities * Track and maintain a record of sell-side coverage, including working with sell-side analysts associates to understand estimates, ratings, reports and other relevant data * Developing and maintaining detailed analysis of sell side research and models including monitoring, summarizing and distributing to senior management * Work cooperatively with FP&A, Accounting and other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when talking to investor community * Assist in the drafting of quarterly earnings call scripts, press releases and other ad hoc IR related material by pulling key information and drafting relevant communication * Assist in crafting key management talking points for investor engagement, including investor presentations and events * Assess our investor, environmental, social and governance (ESG) communication, community and governmental relations against competitors and current best practice to aid continuous improvement efforts * Assist in coordinating Annual Meeting and related material * Maintain corporate and investor relations website * Monitor competitor and market sector information and compile relevant information to distribute to senior management and other key internal associates * Assist in social media planning and execution for corporate channels, including content creation * Other duties as assigned Qualifications * 5+ years of experience in corporate finance, equity research, investment banking or related fields * Strong analytical and communication skills * Exceptional organization skills and keen attention to detail * Ability to explain complex information in easy to understand format * Bachelors or equivalent degree in Finance or related field required * MBA, CFA, CPA or proven knowledge of US GAAP a plus * Adaptable and able to shift priorities #LI-GG1 California Residents click below for Privacy Notice: ***************************************************
    $57k-78k yearly est. 30d ago
  • Sr. Investor Relations Analyst

    Advance Stores Company

    Portfolio manager job in Raleigh, NC

    is of a Hybrid Work Arrangement, requiring four days in-office** Support the Investor Relations department through analysis, development and implementation of various investor relation initiatives while supporting the overall business strategy. Responsibilities include analyzing relevant financial, operational and other related data as well as competitive and market data to contribute to a unified investor relations narrative. Responsibilities Track and maintain a record of sell-side coverage, including working with sell-side analysts associates to understand estimates, ratings, reports and other relevant data Developing and maintaining detailed analysis of sell side research and models including monitoring, summarizing and distributing to senior management Work cooperatively with FP&A, Accounting and other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when talking to investor community Assist in the drafting of quarterly earnings call scripts, press releases and other ad hoc IR related material by pulling key information and drafting relevant communication Assist in crafting key management talking points for investor engagement, including investor presentations and events Assess our investor, environmental, social and governance (ESG) communication, community and governmental relations against competitors and current best practice to aid continuous improvement efforts Assist in coordinating Annual Meeting and related material Maintain corporate and investor relations website Monitor competitor and market sector information and compile relevant information to distribute to senior management and other key internal associates Assist in social media planning and execution for corporate channels, including content creation Other duties as assigned Qualifications 5+ years of experience in corporate finance, equity research, investment banking or related fields Strong analytical and communication skills Exceptional organization skills and keen attention to detail Ability to explain complex information in easy to understand format Bachelors or equivalent degree in Finance or related field MBA, CFA, CPA or proven knowledge of US GAAP a plus Adaptable and able to shift priorities #LI-GG1 California Residents click below for Privacy Notice: ***************************************************
    $66k-111k yearly est. Auto-Apply 29d ago
  • Manager, Federal Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Raleigh, NC

    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 Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, 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 * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information 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: *********************************************************************** California Salary Range: $96800 - $187500 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.
    $96.8k-187.5k yearly 22d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Raleigh, NC

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.9k-149k yearly 60d+ ago
  • Asset Manager

    Green Alpha Property Management

    Portfolio manager job in Raleigh, NC

    Asset Manager - Raleigh, NC or Birmingham, AL At Emerald City Associates, we exist to create value in the lives of our tenants, employees, and investors by making a meaningful impact on the communities in which we serve. Headquartered in Raleigh, NC - Emerald City Associates is a real estate investment firm that specializes in acquiring, managing, and enhancing commercial real estate properties throughout the Southeast United States. Due to our rapid growth, there is tremendous opportunity for personal career progression within our firm. As Asset Manager, you will be responsible for overseeing each asset upon acquisition. This role will be responsible for maximizing the value of each asset and will create, implement, and continually evaluate the strategic direction for each individual asset. To achieve success in this role, the Asset Manager must maintain an urgent, aggressive demeanor to ensure maximum value is achieved for each asset. The salary for this position is $70,000 base pay with generous bonus package. Responsibilities: - Manages the company's portfolio of real estate assets - Develops and implements investment strategies to maximize returns and minimize risk - Conducts research and analysis to identify investment opportunities and evaluate potential risks - Monitors market trends and economic conditions to make informed investment decisions - Provides regular updates on portfolio performance and recommend adjustments as needed - Maintains accurate records of all asset-related activities - Creates, implements, and oversees strategic project plan for each asset upon acquisition - Sets aggressive targets for each asset and ensures timely completion of such targets as part of the overall strategic plan - Continuously monitors income statement to ensure efficient and effective operation - Travel (approximately 30-40%) to each property as needed to ensure operational success - Detail-oriented with the ability to manage multiple tasks and meet deadlines Qualifications: - Bachelor's degree in finance, accounting, real estate or a related field - 1-3 years experience in real estate and/or banking preferred - Strong knowledge of investment strategies, financial markets, and economic trends - Excellent relationship management skills to build rapport with vendors, clients, and stakeholders - Proficient in technical accounting principles and financial analysis techniques - Strong mathematical and analytical skills to evaluate investment opportunities - Detail-oriented with the ability to manage multiple tasks and meet deadlines - Knowledge of credit analysis and risk assessment methodologies If you are a highly motivated, determined, aggressive individual with a passion for investments and real estate, we invite you to apply for this exciting opportunity. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Retirement plan Vision insurance
    $70k yearly 1d ago
  • Manager Consultant, Asset Management Systems SME - Oracle Job Details | Black & Veatch Family of Companies

    Black & Veatch 4.1company rating

    Portfolio manager job in Cary, NC

    **Manager Consultant, Asset Management Systems SME - Oracle** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :** 111683 **Opportunity Type :** Staff **Relocation eligible :** No **Full time/Part time :** Full-Time **Project Only Hire :** Yes **Visa Sponsorship Available:** No **Why Black and Veatch** Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. **The Opportunity** Black & Veatch is seeking an exceptional professional to join our Infrastructure Advisory organization as a **Principal, Asset Management Systems Subject Matter Expert (SME) - Oracle** . Black & Veatch's Infrastructure Advisory organization provides strategic and digital transformation consulting services to the power, energy, gas, oil, and water sectors. We have an immediate need for a professional with Business Development capabilities and functional / technical industry expertise and experience with Enterprise Asset Management. As the **Principal, Asset Management Systems SME - Oracle** , you will contribute to identifying Enterprise Asset Management client opportunities and proposing of Black & Veatch services. You will function in a lead role in the delivery of Enterprise Asset Management projects and manage the client engagement while developing, documenting, and implementing new offerings and solutions. **The Team** **_Building a World of Difference_** ...it's more than just a tag line, it is _the passion_ that fuels Black & Veatch's global success. The world is changing at an unprecedented rate and that change increases the demand for innovation and efficiency to deliver solutions and services across the world's utility infrastructure. Join **Black & Veatch Infrastructure Advisory** and use your talent and expertise to impact the world. **Key Responsibilities** + Define and lead the architectural strategy for Oracle WACS implementations across enterprise environments. + Design scalable, secure, and high-performance Oracle WACS solutions aligned with business requirements. + Oversee system integrations with Oracle ERP, SCM, HCM, and third-party platforms. + Evaluate emerging technologies and recommend enhancements to Oracle WACS solution architecture. + Collaborate with stakeholders to translate functional needs into technical architecture and integration plans. + Use personal network to identify potential clients for Black & Veatch's Asset Management Systems offerings. + Lead business development efforts for Black & Veatch's Asset Management Systems offerings. + Ability to articulate the business case for the implementation of Black & Veatch's Asset Management Systems offerings. + Lead and manage Enterprise Asset Management and Supply Chain transformation projects for Gas & ElectricUtilities. + Manage project engagement issues. + Manage client expectations within defined scope of engagement. + Assist Black & Veatch in enhancing existing offerings. + Collaborate with Black & Veatch Teams to create new offerings. + Develop, present, and defend conclusions, recommendations, and implementation plans. + Recommend appropriate resources based on the phases of an engagement. + Delegate and manage work to assigned team members. + Transfer capabilities, and skills to improve others' knowledge and skill levels. + Enhance established working relationships with team members and management from within the client's organization. + Contribute to engagement quality reviews. + Establish best practices for configuration, customization, and data governance. + Guide development teams in implementing architectural standards and frameworks. + Ensure compliance with security, regulatory, and performance standards. **Management Responsibilities** Individual Contributor **Preferred Qualifications** + 8+ years of experience in Oracle Cloud applications, with 3+ years focused on Oracle WACS. + Proven experience in enterprise architecture and cloud solution design. + Expertise in Oracle Integration Cloud (OIC), REST APIs, and middleware technologies. + Strong understanding of asset management, work order systems, and cloud infrastructure. + Excellent leadership, communication, and stakeholder engagement skills. + Electric Generation/Transmission/Distribution, Gas Transmission/Distribution, Renewables. + Knowledge of the principles of Asset Management. + Experience providing advisory services in the functional areas of Asset Management, Work Management and Supply Chain. + Ability to communicate across organizational boundaries and organizational levels. + Oracle Cloud Architect Certification. + Experience with OCI, Kubernetes, and microservices architecture. + Knowledge of Oracle Visual Builder Studio and DevOps practices. + Background in utilities, manufacturing, or public sector implementations. **Minimum Qualifications** + Bachelor's Degree or relevant work experience + 7+ years experience in a business/consulting environment + All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Certifications** Certifications related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** + Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments. + Travel up to 50% **Salary Plan** CST: Consulting **Job Grade** 017 Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** orvia our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned. This job posting will remain open until a suitable candidate(s) has been identified. Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers and array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time and dependent sick time. A variety of additional benefits are available to our professionals, including a company matched 401k plan, adoption reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program. We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. **Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. In accordance with local law, the following Annualcompensation range is applicable for the job and location associated with this requisition: $119,100.00- $228,735.00 **Nearest Major Market:** Sacramento **Job Segment:** Engineer, Engineering
    $74k-111k yearly est. 55d ago
  • Special Asset Manager

    Fidelity Bank 3.3company rating

    Portfolio manager job in Fuquay-Varina, NC

    Assist Loan Officers in identifying and managing non-performance loans. This associate will also manage bankruptcy customers, foreclosure and repossession processes, non-accrual loans, and OREO properties. The decisions made by this associate have a direct impact on the bank and the customers. PRINCIPAL ACCOUNTABILITIES: Time: Description: 25% On a daily basis, will assist Loan Officers in identifying and managing non-performing loans. This associate is responsible for guiding branch associates in the decision-making process surrounding these bad loans and assisting with the proper course of action. 10% On a daily basis, manage the bankruptcy customers. Ensure bankruptcy customers are going through the proper Fidelity procedures. 15% On a daily basis, manage the foreclosure and repossession process for all Fidelity Bank customers. Ensure all policies and procedures are being properly followed. 25% Manage non-accruals and OREO properties. 25% This position will require frequent contact with attorneys regarding the bankruptcies and foreclosures for the bank. BASIC QUALIFICATIONS: Bachelor's degree with 5 years of experience in Bank Special Assets department or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: Prior attendance in business and finance courses preferred. Commercial and consumer loan underwriting training. Strong PC skills using MS Office Suite. Excellent customer service skills. Proven decision-making skills in a fast-paced environment. Ability to communicate effectively with attorneys. Presents him/herself with confidence. Possess excellent rapport building skills. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Employer
    $63k-94k yearly est. Auto-Apply 20d ago
  • Special Asset Manager

    Fidelity Bank of North Carolina 4.1company rating

    Portfolio manager job in Fuquay-Varina, NC

    Assist Loan Officers in identifying and managing non-performance loans. This associate will also manage bankruptcy customers, foreclosure and repossession processes, non-accrual loans, and OREO properties. The decisions made by this associate have a direct impact on the bank and the customers. PRINCIPAL ACCOUNTABILITIES: Time: Description: 25% On a daily basis, will assist Loan Officers in identifying and managing non-performing loans. This associate is responsible for guiding branch associates in the decision-making process surrounding these bad loans and assisting with the proper course of action. 10% On a daily basis, manage the bankruptcy customers. Ensure bankruptcy customers are going through the proper Fidelity procedures. 15% On a daily basis, manage the foreclosure and repossession process for all Fidelity Bank customers. Ensure all policies and procedures are being properly followed. 25% Manage non-accruals and OREO properties. 25% This position will require frequent contact with attorneys regarding the bankruptcies and foreclosures for the bank. BASIC QUALIFICATIONS: Bachelor's degree with 5 years of experience in Bank Special Assets department or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Prior attendance in business and finance courses preferred. * Commercial and consumer loan underwriting training. * Strong PC skills using MS Office Suite. * Excellent customer service skills. * Proven decision-making skills in a fast-paced environment. * Ability to communicate effectively with attorneys. * Presents him/herself with confidence. * Possess excellent rapport building skills. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Employer
    $51k-58k yearly est. 19d ago
  • CREDIT MANAGER

    BB BHF Stores LLC 3.1company rating

    Portfolio manager job in Wilson, NC

    The Credit Manager along with the Sales Manager are the second in charge at the individual branch location. The Credit Manager performs a wide variety of job functions at the direction of the General Manager, assisting and coordinating store activities to ensure safe, professional and profitable operations. The Credit Manager is accountable for meeting company objectives; maintain company quality standards and adhering to company policies. Principal Accountabilities Acquire and Maintain Customers Act as a customer liaison who resells the benefits of timely rental/lease agreement renewal payments Assist in managing store personnel; may direct activities of one or more employees Compliance with all applicable federal, state and local statutes Decipher, prepare and review store reports Document all customer commitments Ensure company standards for renewals, delinquencies and store collections are satisfied Fill out paperwork for submission to corporate support Follow monthly marketing plans and maintain internal quality control standards Manage customer accounts Managing inventory and cash assets Prepare daily work schedules, delivery schedules, assign tasks, enforce company policy All other duties deemed necessary for effective store management Requirements for Credit Manager Effective organizational skills Established collection skills Good communication skills Handle multiple priorities simultaneously Learn and become proficient in POS system Maintain professional appearance Must be able to read, write and communicate effectively in person and over the phone with employees and customers Negotiate and resolve conflict Plan, organize, delegate, coordinate and follow up various tasks and assignments Recognize and solve problems Must have proficient navigational skills with a satisfactory driving record and meet insurability requirements Regular and consistent attendance, including nights and weekends as business dictates Education and Experience Two years experience with Rent-to-Own, retail or other business emphasizing customer service, account management, sales and merchandising. General Physical Requirements Position routinely requires lifting, loading, moving, and using a dolly for merchandise 50-300 pounds Stooping, bending, pulling, climbing, reaching and grabbing as required Must be able to traverse multiple flights of stairs while carrying furniture, appliance, and electronics Prolonged driving and standing Must be able to work in and outdoors in a variety of climates and weather conditions. $16.00 - $17.00 Hourly
    $16-17 hourly 25d ago
  • Branch Manager- Traffic Control

    Roadsafe Traffic Systems, Inc. 4.1company rating

    Portfolio manager job in Butner, NC

    Title: Branch Manager Classification: Exempt About the Organization RoadSafe Traffic Systems is the largest national provider of traffic safety products and services in the United States. RoadSafe serves customers in all 48 contiguous states through its network of more than 60+ branch locations. At RoadSafe, we offer competitive pay, growth potential, and an excellent benefits package, including medical, dental, vision, and 401(k) plans for those who qualify. We recognize and value diversity and are committed to creating an inclusive environment for all employees. Position Summary: The Branch Manager is responsible for overseeing the day-to-day operations of branch crews and equipment, ensuring seamless job execution and employee training to support customers. This role also directs overall branch operations, including safety, staffing, fiscal management, and compliance. We are seeking a hands-on operational leader with strong financial acumen, customer relationship skills, and the ability to balance corporate priorities with customer demands and local resource availability. This is a working manager role, requiring direct involvement in traffic control and field operations. This role is ideal for a purposeful leader who thrives in a dynamic, high-demand environment and is committed to operational excellence. Essential Functions: The Branch Manager will be responsible for: Overseeing branch production, budgeting, and financial performance Managing shop activities, customer relations, and job site operations Coordinating with estimating teams on capacity planning and critical path issues Working with accounting teams on revenue recognition, forecasting, and reporting Ensuring compliance with all safety and regulatory requirements Essential Responsibilities: Crew & Equipment Management: Oversee crews and equipment in remote locations to meet customer expectations efficiently. Customer & Municipal Relations: Professionally interact with municipalities and customers, manage project notifications, secure permits, and ensure regulatory compliance. Problem-Solving & Decision-Making: Quickly assess challenges and exercise independent judgment to find effective solutions. Personnel & Scheduling: Develop employee schedules, manage labor needs, and ensure all project paperwork is completed on time. Project Planning & Execution: Plan and schedule projects to maximize efficiency and cost-effectiveness. Staffing & Performance Management: Assess employee capabilities, contribute to hiring and termination decisions, and ensure proper training and development. Safety & Compliance: Maintain oversight of all safety requirements, including DOT and industry compliance standards. 24/7 Availability: Be prepared for high-demand scheduling, including evenings, weekends, and emergency project needs. Procurement & Financial Reporting: Request necessary materials, manage billing, and maintain accurate revenue forecasts. Travel: Travel as needed for project oversight and branch operations. Key Leadership Competencies: Leads by example, demonstrating a strong commitment to safety, ethics, and work-life balance. Excellent communicator who earns the respect of employees, vendors, and customers. Collaborative team builder with strong decision-making skills. Accountable for financial performance, focusing on profitability and cash flow. Represents the company professionally in interactions with customers and agencies. Required Knowledge & Skills: Deep understanding of state regulations for traffic control devices and materials. Active involvement in industry associations, coalitions, and state DOT collaborations. Proficiency in Microsoft Excel and Word; Viewpoint software experience preferred. Strong financial literacy, including balance sheets and profit & loss statements. Education & Experience: Preferred: Bachelor's degree in Construction Management, Engineering, or a related field. Preferred: Minimum 10 years of experience in traffic control and safety, including direct crew work and formal industry training. Preferred: Minimum 10 years of supervisory or management experience. EOE Statement RoadSafe is an Equal Opportunity Employer/including Disabled/Veterans
    $38k-54k yearly est. 19h ago
  • Commercial Portfolio Manager I

    First Citizens Bank 4.8company rating

    Portfolio manager job in Raleigh, NC

    This position supports the ongoing financial and credit quality assessment needs of a mature portfolio in a selected market. Manages, services, and develops commercial or business banking relationships in an assigned area through prescribed servicing and sales processes. Identifies client needs and recommends a product or service solution, making referrals to banking partners as appropriate. Builds strong relationships with clients in accordance with the Bank's core values, providing value for the client while maximizing sales revenue. Responsibilities * Portfolio Management - Monitors portfolio for completeness of documentation, accuracy of credit grading, and potential exposures. Processes line renewals and new requests as per loan approval servicing requirements. Performs other tasks related to the servicing and management of assigned portfolio. * Client Service - Maintains ongoing communication and contact with assigned commercial and business loan clients. Fortifies relationships and monitors client satisfaction. Conducts a needs assessment session at least once a year to identify additional banking or financial needs. * Sales - Sells Bank loans and deposits through a variety of sales techniques. Focuses on relationship-bases sales, consulting closely with clients to determine and meet their financial needs. Generates referrals from existing clients and business networks. * Collections - Monitors loans for payment status. Works with delinquent customers to collect past due payments. Qualifications Bachelor's Degree and 6 years of experience in Sales, Credit OR High School Diploma or GED and 10 years of experience in Credit Preferred Area of Experience: 2 years of Sales in business or commercial banking Skill(s): Skilled in credit analysis, underwriting, and servicing business and commercial loans Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-JW2
    $77k-118k yearly est. 6d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Raleigh, NC

    Industry/Sector Not Applicable Specialism SAP Management Level Manager At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: * Analyse and identify the linkages and interactions between the component parts of an entire system. * Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. * Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. * Develop skills outside your comfort zone, and encourage others to do the same. * Effectively mentor others. * Use the review of work as an opportunity to deepen the expertise of team members. * Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. * Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities * Lead the creation and implementation of enterprise asset management solutions * Supervise, develop, and coach teams to achieve top-quality deliverables * Manage client service accounts and drive client engagement workstreams * Oversee every aspect of complex Generation and Utility engagements * Independently analyze and solve complex problems * Assure successful planning, budgeting, and execution of projects * Foster a culture of continuous improvement and innovation * Utilize technology to enhance service delivery What You Must Have * Bachelor's Degree * 5 years of experience What Sets You Apart * Leading SAP EAM suite engagements * Experience with SAP S4 Hana and SAP ECC * Designing and deploying SAP EAM solutions * Leading large-scale transformation deployments * Practice development in EAM talent recruiting * Sales lifecycle and client relationship management * Proposal management and presentation skills * Functional implementations in various management areas * Industry knowledge in power generation and renewables Travel Requirements Up to 80% 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 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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: ***********************************
    $99k-232k yearly Auto-Apply 60d+ ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Raleigh, NC

    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 Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, 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 * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members 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: *********************************************************************** California Salary Range: $135700 - $273400 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.
    $67k-95k yearly est. 22d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Raleigh, NC?

The average portfolio manager in Raleigh, NC earns between $57,000 and $177,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Raleigh, NC

$100,000

What are the biggest employers of Portfolio Managers in Raleigh, NC?

The biggest employers of Portfolio Managers in Raleigh, NC are:
  1. First Citizens Bank
  2. United Community Bank
  3. UMB Bank
  4. Cengage Learning
  5. Huntington National Bank
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