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Portfolio manager jobs in Richmond, VA

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  • Asset Manager (Affordable Housing) - Virginia

    BLDG Partners 3.6company rating

    Portfolio manager job in Richmond, VA

    Company Profile: BLDG Partners LLC is a Southern California based real estate investment firm founded in 2010 focused on the preservation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country. Position: BLDG Partners is seeking an Asset Manager (Affordable) to join our growing firm dedicated to providing quality, affordable housing across the US. This position is based in Virginia. In the position, the Asset Manager will help implement Asset Management Best Practices to achieve department goals and successfully manage the portfolio with a focus on establishing uniform management and the implementation of the company's operational business plans. The Asset Manager would analyze property performance, cash flows, valuation, market trends and operational strengths and weaknesses to inform strategies for maximizing value to the company and stakeholders. The Asset Manager would also independently monitor the activities of third-party property management firms responsible for the daily operations of the properties, with the goal of reporting significant information to the VP of Asset Management. This individual would thrive in an entrepreneurial culture and be detailed oriented, organized and highly detail-oriented; accustomed to allocating time to double-check work with the ability to prioritize and handle multiple tasks with flexibility. They must also work cooperatively and collaboratively to help build a successful and growing company. Responsibilities: Business Planning Prepare and present regular reports on asset performance, valuation, and risk assessment to owners, executive team, and other stakeholders. Problem solve property and portfolio level issues through research, analysis and implementation and topics as a key resource to the VP of Asset Management Forecasting & Benchmarking Prepare market analysis reports, including comparable rents, vacancy, and absorption/supply Demonstrate a strong understanding and monitoring of key financial and operational Key Performance Indicators (KPIs). Execute underwritten business plans. Successfully manage reserves, lease-up processes, and other financial aspects of the portfolio. Prepare and present detailed financial and operational planning, budgeting, reforecasting, data management, analysis and reporting, ensuring all internal and external financial reporting requirements and deadlines are met while monitoring internal watchlist Prepare analysis of trends through regular operating metrics while acting swiftly to address budget variances and operational issues via analysis of rent roll, P&L statement and property level reporting Maximize cash flow and total return for each assigned property through the analysis of financial and operational reports to identify opportunities for improvements Portfolio Management Work closely with various third-party agent departments to ensure full data integrity and quality reporting, maintaining an in-depth and up-to-date record of property activity and document management Create and update quarterly asset management plans for each property helping lead the big picture while assisting in the development and monitoring of strategies to maximize asset values within the portfolio Complete property inspections as part of monitoring property performance, management execution and property capital needs, funding sources and potential savings opportunities. Present information in a clear and concise manner, ensuring that complex data and recommendations are easily understood by diverse stakeholders. Communicate property performance relative to budget and underwriting with clarity. External and Internal Partnerships Develop, foster and maintain relationships with management agents, lenders, contractors, third-party monitors, investors, local and state housing agencies, General Partners and others in the LIHTC industry leveraging the relationship to enhance property and portfolio value, as well as the overall company value. Ensure each asset is in compliance with regulatory agencies and meeting fiduciary obligations to lenders/investors Requirements: Bachelor's Degree (BA/BS) in Business, Finance, Real Estate or Urban Planning preferred, though not required. Five years of experience in real estate, accounting, finance, or construction management with relevant affordable housing industry experience and/or certifications Prior experience in the LIHTC/HUD industry is preferred Comfortable navigating and analyzing transaction legal documents, financial projections and financial reports Ability to discuss critical paths, complex scheduling and related matters with internal and external partners Strong Excel modeling skills with working knowledge of Smartsheets, Yardi, AIM and/or Realpage A collaborative team player with a strong work ethic Position is Hybrid or Remote depending on candidate's circumstances and experience
    $73k-111k yearly est. 2d ago
  • Manager of Medicaid Financial Policy

    Virginia Hospital & Healthcare Association (VHHA 3.3company rating

    Portfolio manager job in Glen Allen, VA

    The Virginia Hospital & Healthcare Association (VHHA) is seeking candidates for Manager of Medicaid Financial Policy at our headquarters in Glen Allen, Virginia. The Manager of Medicaid Financial Policy provides technical, analytical, and operational support to ensure the effective administration of the Virginia Hospital Mutual Assistance Program (MAP) and other Medicaid financial policy initiatives. This position plays a key role in data analysis, reconciliation, and policy support functions, and will work closely with VHHA member organizations, the Department of Medical Assistance Services (DMAS), and internal teams. The Manager will collaborate with the Senior Director of Medicaid and Hospital Financial Policy to maintain accuracy in program operations, monitor Medicaid-related changes, and ensure the timely execution of program processes. Essential functions include: · Complete daily operations and management of the Virginia Hospital Mutual Assistance Program. · Establish and maintain effective working relationships with DMAS, MAP Governance Committee, CFO group, and legislature as appropriate. · Serve as secondary contact for annual accounting firm review of the MAP. · Assume secondary responsibility for member communication relating to Medicaid policy issues that impact the MAP. · Assume secondary responsibility for developing interpretation of financial policies, government legislation or regulatory proposals related to the MAP, including researching and preparing analyses of complex financial actions and preparing recommendations for policy, procedure or action. · Assist with monitoring legislative proceedings related to the assessments. · Serves as backup on committees and workgroups related to hospital reimbursement policy. · Collaborate with the Senior Director on the reconciliation and verification of quarterly hospital assessment calculations performed by DMAS. · Monitor MAP transactions and fund flows and perform reviews of the necessary calculations, processes, and procedures required for completing the quarterly evaluation of payments and ensuring their accuracy and completeness. · Act on behalf of assessed hospitals and health systems to complete paperwork, gather information, and file required reports. · Assist in the transfer of the appropriate funds to each hospital after the mitigation and administrative process in accordance with the MAP agreement, providing summary reporting as well as details of any mutual assistance adjustments and the reconciliation which took place. · Work with DMAS, MCOs, or hospital finance staff to resolve any exceptions identified in the MAP funds flow processes. · Analyze hospital financial data for accuracy and integrity to determine present and future financial performance and the impact of various policy changes. Ideal candidates will have knowledge of Medicaid policy, provider assessments, and hospital reimbursement systems. Must have advanced analytical and Excel modeling skills (pivot tables, VLOOKUP, formulas) and experience working with large datasets. Strong written and verbal communication skills are required, as well as strong attention to detail. Must be able to collaborate with cross-functional teams and manage multiple projects and deadlines in a fast-paced environment. This is a full-time position which requires occasional travel within the Richmond metro area and Commonwealth of Virginia, and infrequent travel within the United States. Teleworking may be allowed based upon mutual agreement with supervisor. Occasional overtime and weekend hours are required. A bachelor's degree in Accounting, Finance, Public Policy, Health Administration, or a related field, or a minimum of 3 years of relevant experience in health policy, Medicaid reimbursement, or financial operations required. Must have demonstrated advanced proficiency in Microsoft Excel, including use of formulas, pivot tables, data manipulation techniques, and financial forecasting tools. Experience working with hospital financial data or in a Medicaid policy setting highly desirable, as well as prior participation in legislative analysis or financial modeling. Compensation will be commensurate with work experience. VHHA offers a competitive benefits package and incentive plan opportunity. Interested candidates should send a cover letter and resume to *******************. VHHA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, disability, marital status, military service or veteran status, sexual orientation, gender identity, genetic information, pregnancy, childbirth, or related medical conditions, including lactation, political affiliation, or other basis prohibited by federal or state law relating to discrimination in employment. It is the policy of VHHA to provide a drug-free workplace in keeping with the spirit and intent of the Drug Free Workplace Act of 1988. VHHA prohibits the manufacture, sale, distribution, dispensation, possession, or use of alcohol, controlled substances, or marijuana on VHHA premises or while conducting VHHA business on or off VHHA premises.
    $79k-105k yearly est. 2d ago
  • OCIO Portfolio Manager

    Brown Advisory 4.9company rating

    Portfolio manager job in Richmond, VA

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary: We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders. The primary duties and responsibilities include but are not limited to: As a senior member of the OCIO Investment Team: * Lead the design, construction, and ongoing management of customized multi-asset portfolios. * Oversee asset allocation, risk management, and rebalancing strategies. * Conduct manager selection and due diligence across traditional and alternative asset classes. * Contribute to the firm's overall investment philosophy, research agenda, and capital market views. * Serve as the lead investment advisor for a set of institutional clients. * Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations. * Present investment strategy, performance, and market insights to investment committees and boards. * Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure. * Partner with client service and operations teams to ensure seamless delivery of investment solutions. * Mentor and develop junior investment professionals. * Collaborate with business development to support new client growth and retention. * Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management. Qualifications: Specific qualifications for the Portfolio Manager position include: * Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred * CFA and/or MBA required * Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines * Is self-motivated, a team player and has experience mentoring junior team members * Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity * Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $200k-225k yearly Auto-Apply 27d ago
  • C&I Credit Portfolio Manager III (Hybrid- Richmond, VA)

    Atlantic Union Bank 4.3company rating

    Portfolio manager job in Richmond, VA

    Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective portfolio and adheres to all regulatory and compliance guidelines. Please note: This position may have location flexibility within the Atlantic Union Bank footprint Position Accountabilities * Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned to some of the more complex credits and larger portfolios within the Wholesale Bank. * Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. * Prepare detailed short or long-term financial projections within a vendor provided solution such as Moody's Risk Analyst or within an Excel spreadsheet. * Make recommendations to Relationship Managers and Credit Approvers regarding credit amount, structure, and policy compliance. * Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. * Participate or lead client calls with Relationship Manager for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements * Participate in special projects to aid with the continuous improvement of portfolio management. * Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. * Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. * This senior position may mentor CPMs I and II, as appropriate. Organizational Relationship This position reports to the Team Leader - Credit Portfolio Management. Position Qualifications Education & Experience * Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills * Experience across multiple lines of business, including but not limited to Commercial & Industrial, real estate development and builder lines, service, retail, commercial real estate, religious organizations and government. If supporting commercial real estate lenders, requisite skills would also include construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles). * Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. * Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. * Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities * Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies, or commercial & residential real estate companies (as applicable). * Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within Moody's or other software package. * Excellent written, oral and interpersonal skills, to include selling, structuring, negotiating, closing, maintenance, modifications and problem resolution * PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. * Ability to research industry sources needed for credit evaluations. * Strong organization skills with the ability to self-manage time and workflow to meet deadlines. * Ability to manage multiple projects at one time. * Ability to work independently as well as within a team environment Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $118,503 - 197,739. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit-sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
    $118.5k-197.7k yearly 60d+ ago
  • Middle Market Portfolio Manager II

    South State Bank

    Portfolio manager job in Richmond, VA

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Middle Market Portfolio Manager II is an active member of the deal team and supports the Middle Market loan and deposit portfolio of one or more Middle Market Relationship Managers providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS * Analyzes financial information to evaluate the credit worthiness of new loan requests of Middle Market Customers and Prospects, renewal loan requests and on-going Portfolio Servicing activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures; * Consistently provides confident credible challenge to business thesis of an opportunity and provides expert opinion on other critical credit risk components; * Completes industry research, as needed, supporting existing and new Customers to the Bank; * Writes and constructs commercial loan packages ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Obligors and the proposed transaction(s), critical analysis of the potential risk to the Bank including relevant sensitivity analysis, free cash flow analysis and projection modeling, proper risk grading and discussion and a thoughtful recommendation;. * Confidently and independently construct and recommend loan structuring for complex transactions * Creates models, when necessary, to evaluate complex or specialized credit transactions; * Guides the loan request through the Credit Approval Process and ensures that structure meets the needs of the client and the operating objectives of the Bank; * Assures compliance with State and Federal regulations and Bank policies and procedures; * Monitors and services the loan portfolios of the supported Relationship Managers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing; * Properly grades risk of each loan in the assigned portfolio, per policy. In conjunction with ongoing servicing activities, when justified, proactively Rrecommends adjustments to risk grades as circumstances change or new information becomes available;. * Ensures current awareness of the Bank's Risk Appetite and includes consideration of appetite into recommendations within the Middle Market loan pipeline and portfolio; * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank; * Ensures that all required internal documentation is in the Bank's official file of record for all loans and treasury management approvals. Works with the Relationship Manager and the Loan Officer Assistant to help clear documentation or compliance deficiencies noted by Loan Operations or other review; * Accompanies Relationship Manager on calls with existing and/or prospective Customers as requested; * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Internal Credit Risk Review, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.); * Undertakes special projects related to job function as determined by Credit Administration Leadership; * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank; * Works with Relationship Manager, Credit Administrators and Loan Officer Assistant to minimize past due loans;. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management; * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace.; * Stays abreast of products and services offered by the Bank * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities;. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER DUTIES * Accepts other duties as assigned COMPETENCIES * Expert credit analysis and evaluation skills. Thorough understanding of complex capital structures in a variety of industries * Confident and Independent risk mindset and critical thinking skills * Excellent interpersonal skills * Advanced technical writing skills * Strong organization skills * Proficient in Microsoft Excel and Word * High attention to detail * Comfortable and willing to proactively guide/mentor teammates, both Relationship Managers and peer Portfolio Managers * Excellent listening skills demonstrated by the ability to listen to others talk, understand them, and then propose solutions or make contributions based on the points made by others * Ability to manage multiple priorities at the same time * Ability to remain composed under pressure and respond to customer and coworker concerns regularly Qualifications and Education Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Masters in Business Administration is preferred * Experience: Minimum of 8 years of experience in credit analysis, commercial and industrial/Middle Market banking, business banking with at least 5 years of specific portfolio management and/or underwriting experience. Seasoned in underwriting of complex Middle Market profile loan opportunities or experienced in a wide breadth of more complex commercial underwriting activities. Familiarity with loan structuring and loan documentation is required. Experience working in syndicated loan transactions, private equity owned borrowers, monitored operating or asset-based lending lines, fund finance preferred. * Knowledge: Knowledge in accounting and lending principles, as well as excellent verbal and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES * South State Bank credit policies, procedures and underwriting standards * Annual regulatory and compliance training * Additional training may be required, as needed RECOMMENDED ADDITIONAL TRAINING * New Employee Orientation Supervisory Responsibility * None PHYSICAL DEMANDS/WORK ENVIRONMENT * Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports. TRAVEL This position may include periodic travel. Equal Opportunity Employer, including disabled/veterans.
    $79k-141k yearly est. 45d ago
  • Portfolio Manager or Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Truist Financial Corporation 4.5company rating

    Portfolio manager job in Richmond, VA

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. * Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. * Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. * Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. * Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. * Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. * Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Industry or sub-sector expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Norfolk #RichmondVA #VirginiaBeach General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $79k-137k yearly est. 33d ago
  • ServiceNow Software Asset Manager

    CVS Health 4.6company rating

    Portfolio manager job in Richmond, VA

    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. **POSITION SUMMARY** At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Currently, we are seeking a ServiceNow Software Asset Manager who will be responsible for the creation and maintenance of accurate software asset records, including Software Models, Discovery Models, and Entitlements. This role ensures effective tracking, management, and optimization of CVS software assets, covering both client and server-based products, with a focus on license compliance, cost efficiency, and lifecycle governance. This individual will also collaborate with teams across CVS Health, including Finance, Procurement, Governance, Security, Vendor Management, IT Renewals and Purchasing Operations, IT Services, and Software Product Stakeholders to reconcile software deployments with license and maintenance entitlements. This partnership ensures that all accounting, regulatory, corporate, and legal requirements related to IT software assets are consistently met and adhered to. **_This incumbent will execute the activities below:_** + Create and maintain software asset information, including Software Models, Software Discovery Models, Software Entitlements & Software Catalog Items using ServiceNow SAM Pro. + Build and manage strong working relationships across the organization, including with ServiceNow Platform stakeholders, IT Services, Business Application Owners, Governance, and Procurement teams + Resolve unmatched or partially normalized Software Discovery Models to ensure data integrity + Execute reconciliation by comparing entitlements with discovered software installations to determine effective license positions for each in-scope publisher + Analyze reconciliation reports to determine required actions to address non-compliant software installations + Analyze software usage reports and establishing removal rules for infrequently used software + Ensure contractual compliance with license counts and permitted deployment/use to mitigate risks associated with external vendor audits + Lead complex internal and external audits related to IT Asset Management and delivery resolutions aligned with audit plans + Research vendor licensing models, product use rights, licensing metrics, and entitlements for software assets + Collaborate with internal teams to maintain and enhance the Colleague Zone AppStore, including opportunities for streamlining and automation + Identify and pursue opportunities for cost savings, cost avoidance, software reuse, and consolidation + Validate software installation inventory and license compliance reports + Provide requirements, use cases, user stories to support new or improved SAM functionality **_What We Expect of You_** **ServiceNow Technical Expertise** + Hands-on experience with ServiceNow SAM Pro (Yokohama or later), including entitlement configuration, discovery model normalization, software model configuration, lifecycle management, and publisher pack administration + Strong understanding of the relationship between software models, catalog items, client software delivery processes and associated workflows within ServiceNow + Deep knowledge of licensing metrics and contract terms for Tier 1 publishers (Microsoft, IBM, Oracle, VMware, Broadcom), with practical experience configuring these within ServiceNow SAM Pro **ServiceNow Asset Management Expertise** + Proficient in managing the full software asset lifecycle, from request and procurement through discovery, allocation, reclamation, and retirement + Skilled in maintaining contractual compliance and leading internal and external audits to ensure alignment with regulatory and corporate standards **Analytical & Problem-Solving Skills** + Strong quantitative and analytical capabilities to interpret reconciliation and usage reports, identify non-compliance, and recommend corrective actions + Demonstrate exceptional attention to detail in managing complex software asset data, ensuring accuracy in software models, entitlements, discovery normalization, and reconciliation processes + Maintain precision when interpreting licensing terms, configuring SAM Pro settings, and validating compliance reports + Proactively identifies discrepancies and inconsistencies in software usage, licensing, and inventory, and takes corrective action to ensure data integrity and audit readiness + Apply a meticulous approach to documentation, reporting, and communication across cross-functional teams and stakeholders **Collaboration & Communication** + Experience partnering with cross-functional teams including Finance, Procurement, Governance, Security, IT Services, and Software Product Stakeholders + Excellent written and verbal communication skills across platforms (e.g., SharePoint, Teams, email), with the ability to present to both technical teams and senior leadership + Strong interpersonal skills with the ability to collaborate across departments and influence stakeholders on the value and impact of SAM practices **REQUIRED QUALIFICATIONS** + **5+ years of hands-on experience in Software Asset Management (SAM) operations using ServiceNow SAM Pro (Yokohama or later)** , including: + End-to-end management of software asset data within ServiceNow SAM Pro + Uploading and configuring entitlements (e.g., software suites, inference percentages, downgrade rights) + Reviewing and normalizing software discovery models + Creating and managing discovery maps and software model configurations + Administering publisher packs for both server and client software + Managing software lifecycle processes and reclamation rules + **5+ years of experience in enterprise software asset management** , with expertise in: + Licensing requirements and metrics for Tier 1 software publishers (Microsoft, IBM, Oracle, VMware, Broadcom) + Software contract terms and conditions, including end-user license agreements + Cost savings and risk mitigation strategies within IT asset management + Software normalization, entitlements, discovery, and license true ups + Full software lifecycle processes: request, procurement, discovery, management, reclamation, and retirement **PREFERRED QUALIFICATIONS** + Proven ability to identify and drive cost savings and risk reduction opportunities + Strong ability to work independently and collaboratively within cross-functional teams + Skilled in developing and delivering presentations and materials for diverse audiences, including senior leadership + Excellent communication skills across multiple formats (written, verbal, email, collaboration platforms such as SharePoint and Teams) + Strong analytical and problem-solving capabilities, with the ability to organize and interpret large volumes of data + Exceptional interpersonal skills, with the ability to engage and collaborate effectively across all organizational levels **EDUCATION** Bachelor's degree from accredited university or equivalent work experience (HS diploma + 4 years relevant experience). **BUSINESS OVERVIEW** Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities. **Anticipated Weekly Hours** 40 **Time Type** Full time **Pay Range** The typical pay range for this role is: $83,430.00 - $222,480.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. **Great benefits for great people** We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include: + **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** . + **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility. For more information, visit ***************************************** We anticipate the application window for this opening will close on: 11/30/2025 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
    $83.4k-222.5k yearly 52d ago
  • US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager

    EY 4.7company rating

    Portfolio manager job in Richmond, VA

    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 5d ago
  • Portfolio Manager - CPAP

    Cardinal Health 4.4company rating

    Portfolio manager job in Richmond, VA

    **Anticipated salary range:** $105,100 - $150,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 12/16/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. **What Portfolio Management contributes to Cardinal Health** Portfolio Management is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Develops and executes strategic plans by leveraging market intelligence, industry knowledge and cross-functional collaboration. Competitive advantage is created through supplier selection and management, contract negotiation, supply chain optimization and risk mitigation. Portfolio Management provides supplier relationship management, end to end supply chain support, and cross-functional operational improvements. Leverage fact-based data and analytics to negotiate contracts for good and services that meet or exceed fiscal expectations. Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations **_Job Summary_** The Manager, Portfolio Management has full profit-and-loss responsibility for a product category within AtHome Solutions and drives increased revenue, profitability, market share, and brand awareness. Reporting to a Director, Portfolio Management, this job negotiates favorable agreements with vendors, executes product promotions, and tracks product changes. **_Responsibilities:_** + Intimate knowledge of the CPAP and/or Respiratory Category Market + Leverages market and competitive intelligence to develop strategic category plans and deliver on financial objectives for the product category. Applies expert knowledge of the category to support commercial team and other areas of the business. + Fosters key supplier relationships and negotiates favorable agreements within the product category, applying strong financial and business acumen. Typically interacts with suppliers on an annual basis and continually evaluates supplier performance both financially and operationally. + Collaborates with cross functional stakeholders including Pricing, Marketing, Legal, Quality, Regulatory, Planning, Inventory Management, Finance, Sales and Operations to gain internal alignment and gather information necessary to execute category strategy. + Continually monitors revenue and expenses for product category against established goals and reports to Director, Portfolio Management on performance of product category and individual products. + Manages and optimizes category assortment planning, creating the most advantageous mix and positioning of products in the category. + With strong financial acumen, assesses sales trends and forecasts based on SKU data and evaluates implications for merchandising and pricing strategies. + Attends trade shows, conferences, and other industry events to stay abreast of market developments, liaise with suppliers, and assess new merchandising and supplier opportunities. + Provides guidance to less-experienced Advisor, Portfolio Management within products division based on category management experience. **_Qualifications:_** + 8-12 years of experience, preferred + Bachelor's degree in related field, or equivalent work experience, preferred + Ability to analyze numbers and data + Microsoft Office knowledge + Previous category, product or sourcing management experience preferred + Exceptional communication and collaboration skills + Must be willing to travel up to 25% **_What is expected of you and others at this level:_** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Participates in the development of policies and procedures to achieve specific goals + Ensures employees operate within guidelines + Decisions have a short term impact on work processes, outcomes and customers + Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management + Interactions normally involve resolution of issues related to operations and/or projects + Gains consensus from various parties involved _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $78k-103k yearly est. 30d ago
  • Property & Asset Manager

    DHRM

    Portfolio manager job in Richmond, VA

    Title: Property & Asset Manager State Role Title: Lnd Acq & Prop Mgmt Manager II Hiring Range: $116,880 - $134,412 Pay Band: 6 Agency Website: ************** Recruitment Type: General Public - G Job Duties The Virginia Department of Motor Vehicles (DMV) is seeking a Property and Asset Manager. The Property and Asset Manager provides strategic leadership for DMV's statewide real estate portfolio, fleet operations program, and facilities-related procurement activities. This position ensures efficient, compliant, and cost-effective management of state property assets through oversight of acquisition, leasing, disposition, and optimization strategies. The role requires advanced expertise in real estate management, budget administration, and regulatory compliance, with frequent interaction with DMV executives, government agencies, and external stakeholders. The position exercises broad discretion in resolving complex programmatic issues and ensuring fiduciary accountability in property transactions that support agency-wide operational needs. The Virginia Department of Motor Vehicles (DMV), headquartered in Richmond, Virginia, serves approximately 6.2 million licensed drivers and ID card holders with over 8.4 million registered vehicles. In addition, DMV serves many businesses, including dealers, fuel tax customers, rental companies, driving schools, other state agencies, local governments, and non-profit organizations. DMV operates upon five fundamental core values: Trustworthiness, Respect, Accountability, Integrity, and Teamwork (TRAIT). We don't just talk about our core values. We live them! Minimum Qualifications • Advanced knowledge of real estate management principles, including acquisition, leasing, disposition, and property portfolio management in a governmental or organizational setting • Comprehensive knowledge of state and federal laws and regulations governing real property management and public sector compliance requirements • Proven experience managing real estate portfolios or directing property management programs, preferably in a governmental, public sector, or large organizational environment • Experience developing budgets, managing fiscal resources, and making strategic resource allocation decisions to achieve organizational objectives • Advanced negotiation skills for managing complex leases, contracts, property acquisitions, and stakeholder agreements • Strong analytical and problem-solving skills to evaluate real estate opportunities, resolve complex programmatic issues, and make data-driven decisions • Excellent written and verbal communication skills to prepare reports, advise executives, and interact effectively with government officials and diverse stakeholders • Leadership and management experience supervising professional staff, directing programs, and coordinating cross-functional teams • Ability to exercise independent judgment and discretion in interpreting and implementing policies, regulations, and laws pertaining to property and asset management • Proficiency in Microsoft Office Suite and experience with facility or asset management systems to support data analysis and program administration Additional Considerations • Familiarity with DMV policies and motor carrier regulations, particularly as they pertain to weigh stations and enforcement operations. • Virginia Contracting Officer (VCO) or Virginia Contracting Associate (VCA) certification • Experience with Enterprise Risk Management standards • Familiarity with National Fleet Administrators Standards Special Instructions You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position. Selected candidate(s) will need to complete the I-9 Employment Eligibility Verification Form. DMV participates in E-Verify. All applicants for employment must consent to a driver history and criminal background check. A fingerprint-based criminal history check will be required on selected applicant(s). Submission of an online application is required. DMV does not accept applications, resumes, cover letters, etc. in any other format. When applying for jobs, please ensure your online application or resume is complete with duties and skills associated with your work experience as well as years of experience in order to properly assess your skills in the screening process. Candidates are evaluated based on information provided in the application materials. Missing information cannot be assumed. Pursuant to Sections 2.2-3115 and 2.22-3115 of the Code of Virginia, this position is designated to file a Statement of Economic Interests Form on or before the date the office or position is assumed and annually thereafter. Reasonable accommodations are available to persons with disabilities during application and/or interview processes per the Americans with Disability Act. Contact ************ for assistance. Minorities, individuals with disabilities, Veterans, and people with National Service experience are encouraged to apply. EEO/AA/TT Contact Information Name: DMV Employment Phone: ************ Email: *************************** In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at ************. Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.
    $116.9k-134.4k yearly 22d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Richmond, VA

    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 38d ago
  • Senior Manager, State & Local Income Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Richmond, VA

    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 Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Provide tax compliance services to partnerships for Asset Management clients * Deliver exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies * Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests * Research and draft technical memoranda regarding state and local tax questions * Aid with the business development, management, and delivery of SALT services, and provide assistance and oversight on large client project engagements * Supervise, mentor, and develop staff members and teams Additional responsibilities for Senior Manager: * Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions * Develop cross-functional relationships within the firm Qualifications: * Minimum five years of recent experience performing tax research and providing technical advice on multi-state tax issues * Bachelor's degree from an accredited college/university * Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Able to develop business and foster client relationships * Ability and desire to perform in a high-energy team environment, and excellent writing, communication, and tax research skills * Prior experience in Partnership and/or Asset Management Additional qualifications for Senior Manager: * Minimum eight years of recent experience in providing tax research and technical advice on multi-state issues * Strong knowledge of the development, planning, and execution of client delivery * Experience with various other state and local taxes KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $61k-87k yearly est. 34d ago
  • Property & Asset Manager

    State of Virginia 3.4company rating

    Portfolio manager job in Richmond, VA

    Title: Property & Asset Manager State Role Title: Lnd Acq & Prop Mgmt Manager II Hiring Range: $116,880 - $134,412 Pay Band: 6 Recruitment Type: General Public - G Job Duties The Virginia Department of Motor Vehicles (DMV) is seeking a Property and Asset Manager. The Property and Asset Manager provides strategic leadership for DMV's statewide real estate portfolio, fleet operations program, and facilities-related procurement activities. This position ensures efficient, compliant, and cost-effective management of state property assets through oversight of acquisition, leasing, disposition, and optimization strategies. The role requires advanced expertise in real estate management, budget administration, and regulatory compliance, with frequent interaction with DMV executives, government agencies, and external stakeholders. The position exercises broad discretion in resolving complex programmatic issues and ensuring fiduciary accountability in property transactions that support agency-wide operational needs. The Virginia Department of Motor Vehicles (DMV), headquartered in Richmond, Virginia, serves approximately 6.2 million licensed drivers and ID card holders with over 8.4 million registered vehicles. In addition, DMV serves many businesses, including dealers, fuel tax customers, rental companies, driving schools, other state agencies, local governments, and non-profit organizations. DMV operates upon five fundamental core values: Trustworthiness, Respect, Accountability, Integrity, and Teamwork (TRAIT). We don't just talk about our core values. We live them! Minimum Qualifications * Advanced knowledge of real estate management principles, including acquisition, leasing, disposition, and property portfolio management in a governmental or organizational setting * Comprehensive knowledge of state and federal laws and regulations governing real property management and public sector compliance requirements * Proven experience managing real estate portfolios or directing property management programs, preferably in a governmental, public sector, or large organizational environment * Experience developing budgets, managing fiscal resources, and making strategic resource allocation decisions to achieve organizational objectives * Advanced negotiation skills for managing complex leases, contracts, property acquisitions, and stakeholder agreements * Strong analytical and problem-solving skills to evaluate real estate opportunities, resolve complex programmatic issues, and make data-driven decisions * Excellent written and verbal communication skills to prepare reports, advise executives, and interact effectively with government officials and diverse stakeholders * Leadership and management experience supervising professional staff, directing programs, and coordinating cross-functional teams * Ability to exercise independent judgment and discretion in interpreting and implementing policies, regulations, and laws pertaining to property and asset management * Proficiency in Microsoft Office Suite and experience with facility or asset management systems to support data analysis and program administration Additional Considerations * Familiarity with DMV policies and motor carrier regulations, particularly as they pertain to weigh stations and enforcement operations. * Virginia Contracting Officer (VCO) or Virginia Contracting Associate (VCA) certification * Experience with Enterprise Risk Management standards * Familiarity with National Fleet Administrators Standards Special Instructions You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to "Your Application" in your account to check the status of your application for this position. Selected candidate(s) will need to complete the I-9 Employment Eligibility Verification Form. DMV participates in E-Verify. All applicants for employment must consent to a driver history and criminal background check. A fingerprint-based criminal history check will be required on selected applicant(s). Submission of an online application is required. DMV does not accept applications, resumes, cover letters, etc. in any other format. When applying for jobs, please ensure your online application or resume is complete with duties and skills associated with your work experience as well as years of experience in order to properly assess your skills in the screening process. Candidates are evaluated based on information provided in the application materials. Missing information cannot be assumed. Pursuant to Sections 2.2-3115 and 2.22-3115 of the Code of Virginia, this position is designated to file a Statement of Economic Interests Form on or before the date the office or position is assumed and annually thereafter. Reasonable accommodations are available to persons with disabilities during application and/or interview processes per the Americans with Disability Act. Contact ************ for assistance. Minorities, individuals with disabilities, Veterans, and people with National Service experience are encouraged to apply. EEO/AA/TT Contact Information Name: DMV Employment Phone: ************ Email: *************************** In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at ************. Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.
    $32k-42k yearly est. 24d ago
  • Manager, Governance, Risk & Compliance (GRC)

    DPR Construction 4.8company rating

    Portfolio manager job in Richmond, VA

    DPR is seeking a hands-on leader to manage governance, risk, and compliance (GRC) programs that safeguard our data, support regulatory compliance, and enable secure business growth. This role combines strategic oversight with execution, managing a small team of 2 to 4 analysts to develop policies, lead risk assessments, oversee audits, and drive the effectiveness of IT and security controls. The ideal candidate has deep expertise in compliance, privacy, and risk management, with the ability to translate frameworks (e.g., NIST, ISO 27001) into practical business outcomes while fostering a culture of accountability and risk awareness. Key Responsibilities * Develop and maintain enterprise policies for IT, data privacy, data classification, retention, and security. * Lead enterprise risk assessments and maintain the risk register. * Ensure compliance with GDPR, CCPA, and other regulations. * Oversee data privacy programs, data access controls, and secure data management practices. * Manage client security surveys, external audits, and cyber liability insurance renewals. * Develop cyber awareness initiatives that drive organizational culture change. * Administer GRC tools and reporting dashboards for leadership visibility. * Supervise and mentor 2 to 4 GRC analysts, ensuring timely delivery of assessments and documentation. Qualifications Required: * Bachelor's degree in information security, Risk Management, Information Systems, or related discipline. * 5+ years of progressive experience in IT security, compliance, risk, or data privacy. * Strong knowledge of GDPR, CCPA, and other data protection regulations. * Experience managing audits, compliance programs, and policy development. * Excellent communication and leadership skills. DPR Construction is a forward-thinking, self-performing general contractor specializing in technically complex and sustainable projects for the advanced technology, life sciences, healthcare, higher education and commercial markets. Founded in 1990, DPR is a great story of entrepreneurial success as a private, employee-owned company that has grown into a multi-billion-dollar family of companies with offices around the world. Working at DPR, you'll have the chance to try new things, explore unique paths and shape your future. Here, we build opportunity together-by harnessing our talents, enabling curiosity and pursuing our collective ambition to make the best ideas happen. We are proud to be recognized as a great place to work by our talented teammates and leading news organizations like U.S. News and World Report, Forbes, Fast Company and Newsweek. Explore our open opportunities at ********************
    $89k-120k yearly est. Auto-Apply 51d ago
  • Fiscal & Policy Management Bureau Manager

    Prince William County (Va 4.3company rating

    Portfolio manager job in Williamsburg, VA

    Are you looking for an exciting opportunity in a fast-paced environment, focusing on budget and policy development, and overseeing business services? The Business Services Administrator is a key mid-level management position within the Prince William County Police Department. This position is a high-profile position that has an extensive interaction with senior-level management within the agency, as well as with other key county agency stakeholders. This position supports an agency with a budget exceeding $153 million and over 950 personnel. About This Role: The core job responsibilities include, but are not limited to, budget development and oversight, financial management, internal controls and audit monitoring, overseeing compensation and benefit services, payroll administration, accounting and business services, policy development, revenue management, and procurement oversight. This position provides leadership and supervision over a group of diverse and professional staff. Minimum Requirements: High school diploma or G.E.D. and 7 years of related experience in public or business administration, accounting, financial/budget management in a public safety environment. Preferences: * Three years in a supervisory or leadership role. * Bachelor's degree in public/business administration, accounting, financial/budget management, or a related field. * Experience in managing compensation and benefits, payroll, procurement, and accounting systems/processes is essential. * Experience with reviewing and developing policies and procedures in a public safety environment to enhance agency efficiency and performance to meet community needs. * Knowledge of relevant federal, state, and local laws and regulations governing compensation and benefits, procurement, payroll, and accounting processes, as well as knowledge of national law enforcement accreditation standards. Special Requirements: All employees considered for hire by the Police Department are subject to a Polygraph Examination and a thorough Background Investigation. Work Schedule: Typically, Monday-Friday, 8:30 am-5:00 pm, and will periodically require time commitments outside of normal business hours to include evenings and weekends. Starting Salary Range: $103,560.60 - $121,836.00 We also offer great benefits including: * Retirement from the Virginia Retirement System (VRS) * 401a and 457 retirement savings and investment plans * Paid Annual Leave * Paid Personal Leave * Paid Sick Leave * Paid Holidays * Optional Group Medical and Dental Health Plans * Optional Group Life Insurance * An Employee Assistance Program (EAP) * Career Development Opportunities Full time positions with Prince William County Government qualify for Public Service Loan Forgiveness. Click here PSLF for additional information. NOTE:The above position description is intended to represent only the key areas of responsibilities; specific position assignments will vary depending on the business needs of the department. To view the class description in its entirety, click here. Prince William County is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the County will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SEE YOURSELF HERE!
    $103.6k-121.8k yearly 3d ago
  • Risk Manager - Petersburg

    Maryland Live! Casino & Hotel

    Portfolio manager job in Petersburg, VA

    Why We Need Your Talents: With our rapid projected expansion, the Live! Casino & Hotel Brand is searching for the right talent to grow with the organization and help drive our future success. Plans, directs, and coordinates risk control, safety, and insurance programs of organization to control risks and losses of Live! Casino and Hotel. Responsibilities Where You'll Make an Impact: * Manages all insurance programs such as liability, property, and workers compensation. * Responsible for hiring, training, and performance management of the Risk Management team. * Analyzes and classifies risks as to frequency and potential severity, and measures financial impact of risk on company. * Selects appropriate techniques and implements programs and policies to minimize loss, such as avoidance, loss prevention and reduction, retention, grouping of exposure units, and transfer. * Directs insurance negotiations, selects insurance brokers and carriers, and places insurance. Prepares operational and risk reports for management analysis. Directs loss prevention and safety programs. * Assists with policy renewals, claims, issuance of certificates, budget planning, and risk minimization programs. * Directs activities of safety, engineering, and loss prevention experts. * Ability to extend complimentaries in accordance with the property comp matrix. * Performs all other duties as assigned. Skills to Help You Succeed: * Ability to analyze and interpret departmental needs and results. * Ability to solve complex problems. * Ability to perform assigned duties under frequent time pressures. * Ability to maintain mental concentration for significant periods of time. * Broad variety of tasks and deadlines requires an irregular work schedule. * Ability to perform assigned duties in an interruptive environment. * Knowledge of gaming regulations, internal controls, and gaming devices. * Ability to work nights, holidays, and weekends. * Must be able to work in an open dialogue environment with a competitive spirit. * Ability to quickly analyze problems and present solutions in a clear and concise manner. * The ability to multi-task projects. Ability to work extended hours across all shifts in a 24/7 work environment. Qualifications Must-Haves: * Bachelor's degree in Risk Management, Business Administration, Economics, or a related field is required. * A master's degree in Business or Public Administration preferred. * Minimum of five (5) years of experience in risk management; implementing and managing the programs. * Minimum of three (3) years supervisory experience required * You will be exposed to an alcohol and smoking environment and must be able to work in such environment. * Must have the ability to secure and maintain licensure as required by Virginia Gaming Control Board or any other applicable regulatory entity as may be required to perform assigned duties, or as required by Live's operating standards. What We Offer Perks We Offer You * Generous Bonus Structure * Comprehensive Health Coverage * Retirement Savings with Company Match * Leadership Skills Development & Mentorship Programs * Tuition Reimbursement * Exclusive Discounts on Travel, Services, Goods and Entertainment Life at Live! Individuals that are chosen to be part of the Live! Management Team can expect: * To support and build a strong team, while valuing and celebrating our diversity * To be given the power and responsibility to prioritize service to our guests and community. * To be given the tools, resources, and opportunity to grow in their career. * To be part of an exciting experience unlike any other in the Industry. * To work hard and have fun. Live! is a 24-hour, 7 days per week high energy casino environment which includes exposure to alcohol and smoking
    $94k-134k yearly est. Auto-Apply 32d ago
  • Client Finance Manager

    Snow Companies 4.3company rating

    Portfolio manager job in Williamsburg, VA

    FLSA Status: Exempt The Client Finance Manager will work closely with each assigned account team to manage the financial aspects of Snow's projects with its clients. This individual will possess leadership skills and commitment to a team approach, achieve tight deadlines, and take initiative on multiple projects. The Client Finance Manager will follow proper company procedures to reach the financial objectives of the client projects. This individual will demonstrate creative critical thinking skills as well as develop and recommend solutions for problems or situations. The Client Finance Manager must have a comprehensive knowledge of project management principles and their relevance to Snow. Snow's business is centered around the patient journey, and the Client Finance Manager, like all positions at Snow, must be open, compassionate, and sensitive to the unique life experiences of these patients and caregivers. The Client Finance Manager must be able to incorporate the unique patient/caregiver experience into the strategies and solutions we provide to our clients. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: The Client Finance Manager must be able to perform the following essential duties and functions: Report to the Assistant Controller with accountability to the Chief Financial Officer and EVP/SVP, Client Services Manage the financial activities of a large book of business (45 or more individual brands), including but not limited to, monthly tracking and invoicing Provide support to Account Team on all financial needs, including but not limited to, report pulls and organization and review of all financial documents Have strict adherence to all financial deadlines (internal and external) Track the execution of client contracts (Purchase Orders/Statements of Work) and provide status updates to finance leadership Prepare and submit internal paperwork to set up new Purchase Orders/Statements of Work (new and existing clients) Maintain detailed reports tracking monthly forecast across individual brands Interface directly with clients on invoicing questions and reports as needed Identify and implement methods to improve area operations, processes, efficiency, and service to both internal and external customers Weekend & Night Work: Although your day-to-day work should primarily take place during regular office hours, there will be occasions when you are required to work late into the evening and/or over the weekend. Candidates selected for the Client Finance Manager position should have the expectation that the workload and nature of the work will require hours that may extend past the normal business hours of the company. This includes working on the weekends. Flexibility: The core business hours that you work may change based on business needs. Collaboration/Teamwork: The size and nature of our company will require that you work in collaboration with people in other departments. Candidates must demonstrate their willingness/ability to step into other roles as needed to drive the success of the company. You will need to demonstrate your ability to be a contributing member of a team that has goals that are broader than an individual job description or function. Language Skills/Communication: Candidates must have the ability to read and comprehend general documents relating to the pharmaceutical/biotechnology industry that include, but are not limited to, medical education, medical periodicals, clinical trial data, package inserts, medical procedures, industry regulations, and reimbursement/tax guidelines. You must have the ability to prepare and present business reports and correspondence. Candidates will have demonstrated their ability to effectively and professionally communicate with managers, clients, customers, Ambassadors, and the general public. Working with patients requires the candidate to exercise discretion and empathy as patients are living with chronic conditions. Fluency in a foreign language is a plus. Patient Privacy: The core of our business is working with patients. It is most likely that you will come in contact with Personal Consumer Information (PCI) of patients living with chronic illness. It will be required that you take training courses that include, but are not limited to: Snow Policy Training Health Insurance Portability and Accountability Act (HIPAA) Adverse Event (AE) Reporting Training US Food and Drug Administration (FDA) Training Computer Skills: Candidate must have excellent computer skills in a Microsoft Windows environment to include: Word processors (Word) Spreadsheets (Excel) Presentation software (PowerPoint) Email (Outlook) Internet and World Wide Web Mathematical Skills: Candidate will have the ability to comprehend and utilize basic mathematics as well as business statistics including percentages, ratios, discounts, interest, commissions, and proportions. Reasoning Ability: Candidate will have the ability to: Identify and define problems while applying effective problem-solving skills through collecting data, establishing facts, and drawing valid conclusions. Deal with a variety of concrete variables in situations where only limited standardization may exist; Interpret a variety of instructions furnished in written, oral, diagram, or schedule form; and Apply industry benchmarks to create standardized practices. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands (to finger, handle, or feel); reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Work Environment/Environmental Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. No or very limited exposure to physical risk. Education and Experience: Bachelor's degree from a four-year college or university and three to five years of related experience and/or training preferred. Omnicom Health is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we're focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us-we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice .
    $94k-138k yearly est. Auto-Apply 19d ago
  • Collections and Recovery Manager

    Argent Federal Credit Union

    Portfolio manager job in Manchester, VA

    ROLE PURPOSE The purpose of this role is to organize, plan, and direct collection activities for the credit union. Ensures services are delivered professionally and efficiently. Protect the assets of the credit union by overseeing the collection process and actions taken by the Collections staff; achieve target delinquency goals with lowest possible loss ratios and minimal risks. ESSENTIAL DUTIES & RESPONSIBILITIES Oversees all collections functions including the control of loan and credit accounts that are late, potentially delinquent, delinquent, or charged off. Assists in the resolution of difficult and complex member account situations. Responsible for collateral, repossessions, and the disposition of repossessed credit union assets. Performs periodic evaluation of collections policies and procedures and makes recommendations as needed. Ensures established policies, procedures, and legal requirements are followed. Coordinates activities, ensuring that all subordinate areas of responsibility support credit union objectives. Ensures services are delivered professionally and efficiently. Provides exceptional service to both members and internal customers as well as build good relationships with external vendors and partners performing functions on behalf of the credit union. Monitors and reports on departmental performance against operational goals and objectives. Prepares periodic reports on collection activities plus any additional reports and analysis required by management. Monitors department workflow and advises VP Loan Administration of existing or anticipated problems. Provides suggestions for improved service delivery. Seeks new methods to accomplish department functions. Responds to issues raised in collection audits or examinations. Actively participates in managing vendor relationships, including outside collection agencies, attorneys, auctions, recovery firms, software providers and insurance carriers. Directs efforts of the credit union in legal foreclosure and/or repossession of collateral, the upkeep of collateral while in the credit union's possession, and the legal disposition of collateral in the best interest of the credit union. Represents or directs subordinates appearing on behalf of the credit union in small claims court and/or district court; responding to subpoenas, processing of auto repossessions, processing of real property foreclosures, fraud cases, collection agencies and bankruptcy court in conjunction with management and appropriate legal counsel. Works with difficult borrowers to reach suitable arrangements to restore accounts to current status. Utilizes effective human relations skills and persuasion to resolve negative situations. Reviews charged-off loan files to identify red flags and common trends. Ensures all collection activity is documented clearly, accurately, and in a timely manner on the systems employed at the credit union. Performs miscellaneous collection functions as required to include the duties of direct reports. Ensures financial security by following internal controls and maintains confidentiality at all times. Develops staff for career progression with regularly scheduled coaching sessions. Conducts timely and constructive performance evaluations, providing recommendations for career development, promotion, and/or salary adjustment as appropriate. Complies with all federal and state laws, as well as organizational policies, procedures, and processes, including, but not limited to those related to the Fair Debt Collection Practices Act (FDCPA), the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC). Performs related responsibilities as required. Actively participates in all branch and staff meetings in order to maintain awareness of organizational issues, promotional campaigns, stays current on policies, procedures, compliance and makes suggestions for improvement. Works to increase knowledge, technical skills and professional development through available internal and external sources. Works as a member of the Argent Credit Union team to ensure achievement of the credit union's mission and goals. Maintains a professional work environment and businesslike appearance. Perform additional duties and responsibilities as deemed appropriate.
    $48k-75k yearly est. Auto-Apply 51d ago
  • Archaeological Collections Manager

    Open To External and Internal Candidates

    Portfolio manager job in Williamsburg, VA

    Who We Are Founded in 1926, the Colonial Williamsburg Foundation is a private, not-for-profit educational, historic, and cultural institution that owns and operates one of the largest and best-known museum complexes in the world. Our mission is “that the future may learn from the past” through preserving and restoring 18 th -century Williamsburg, Virginia's colonial capital. We engage, inform, and inspire people to learn about this historic capital, the events that occurred here, and the diverse peoples who helped shape a new nation. Today, Colonial Williamsburg is the largest living history museum in the U.S. The Historic Area is the 301-acre restored colonial capital with 89 original buildings and 525 buildings reconstructed to how they appeared in the 18th century through extensive archaeological, architectural, and documentary research. The Historic Area is staffed by highly trained, historically dressed interpreters and expert tradespeople who bring the 18th century to life. The Foundation also owns and operates two world-class museums, the DeWitt Wallace Decorative Arts Museum, and the Abby Aldrich Rockefeller Folk Art Museum, The Bob and Marion Wilson Teacher Institute , and a renowned research library, the John D Rockefeller Jr Library. Additionally, Colonial Williamsburg is home to five world class accommodations at the Williamsburg Inn, Williamsburg Lodge Autograph Collection, the Griffin Hotel, the Williamsburg Woodlands Hotels and Suites and the unique Colonial Houses in the Historical Area. Visitors may also indulge in food and drink at our many on site restaurants and taverns that blend a historically inspired dining experience with today's evolved tastes. Each year over 5 million people visit Williamsburg and another 20 million engage with us digitally. About the Position Join the Colonial Williamsburg Foundation in preserving and sharing a nationally significant archaeological collection that tells America's shared story. In this role, you'll help safeguard and make accessible priceless artifacts through hands-on care, innovative projects, and strategic planning. You'll contribute to groundbreaking research, dynamic exhibitions, and engaging in public programs, while building donor support for future stewardship. Be at the heart of our expanded archaeology program as we launch the state-of-the-art Campbell Archaeology Center in 2026. The Colonial Williamsburg Foundation's archaeological collection and records represent a nationally significant resource for understanding the shared history of all Americans. This position plays a key role in ensuring the continued care, proper storage, and accessibility of this collection through daily operations, project-based initiatives, and long-term strategic planning. The role offers opportunities to contribute to active research and to share discoveries through scholarly publication, exhibitions, and engaging public programs. In addition, the incumbent will collaborate in cultivating and maintaining relationships with donors to support the ongoing stewardship of the collection for future generations. This position will be an integral part of the Foundation's expanded archaeology program with the opening of the Colin G. and Nancy N. Campbell Archaeology Center in 2026. This new facility will feature state-of-the-art laboratories, modern equipment, and carefully curated collections accessible to visitors seven days a week. The Center will provide guests with the unique opportunity to observe and interact with archaeologists as they clean, study, and analyze artifacts-offering a firsthand view into the process of uncovering and interpreting the past. The incumbent will help shape and operate within this dynamic public-facing environment, contributing to both scholarly work and visitor engagement in meaningful and visible ways. Main Duties: • Develop and maintain broad expertise in the collection's materials, production methods, chronologies, fabrication techniques, and cultural origins. • Assist in the care and management of the physical collection and digital catalogue, tracking location data and ensuring accessibility for research and exhibitions. • Document assigned objects through written and photographic records, releasing information to the online catalogue in a timely manner. • Contribute to exhibition development through storylines, object selection, labeling, and installation for the Art Museums of Colonial Williamsburg and the Campbell Archaeology Center. • Organize and maintain proper storage; provide collection access to internal and external scholars. • Collaborate with conservators on preservation priorities and treatments, executing approved conservation work as needed. • Conduct original research and publish findings in essays, online platforms, and other scholarly outlets. • Deliver engaging public programs such as illustrated lectures, workshops, and specialized tours. • Support training for interns, interpreters, volunteers, and public contact staff. • Cultivate relationships with donors to encourage funding for research and collections care. • Maintain professional connections with colleagues at other institutions to stay current with scholarship and best practices. • Supervise lab technicians, interns, and volunteers; coordinate staffing in the public-facing labs. Required Education and Experience: • Master's degree in Archaeology, Anthropology, History, Museum Studies, or a related discipline; OR an equivalent combination of education and experience. • Minimum of 5 years of curatorial, archaeological field, or other directly related professional experience. • Minimum of two years of supervisory or management experience. Preferred Qualifications: • Experience working with archaeological collections in a museum, research, or academic setting. • Demonstrated skill in artifact documentation, cataloging systems, and digital collections management. • Experience developing exhibitions and/or interpretive content for diverse audiences. • Proven ability to conduct and publish scholarly research. • Experience engaging with donors, stakeholders, and partner institutions. • Familiarity with conservation practices and collaboration with professional conservators. Key Skills / Competencies: • Knowledge of Anglo-American material culture, architectural history, and related subjects. • Knowledge of relational database cataloguing systems. • Strong public speaking skills. • Problem solving skills with the ability to effectively manage competing priorities. • Ability to coordinate large research projects. • Proficient with Microsoft Office products. • Ability to work independently and as a member of a team; fostering inclusive teamwork. Supervisory Responsibilities: This position will supervise Archaeological Lab Technicians. Physical and Environmental Demands: - Prolonged sitting and working on a computer. - Standing for prolonged periods of time. - Must be able to lift 25 pounds at a time. - Use of hands for prolonged tasks, including reaching. - Occasionally stooping and bending Typical Work Schedule: 8:30am-5:00pm, occasional weekend work is require
    $49k-75k yearly est. 19d ago
  • C&I Credit Portfolio Manager III (Hybrid- Richmond, VA)

    Atlantic Union Bank Careers 4.3company rating

    Portfolio manager job in Richmond, VA

    Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective portfolio and adheres to all regulatory and compliance guidelines. Please note: This position may have location flexibility within the Atlantic Union Bank footprint Position Accountabilities Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned to some of the more complex credits and larger portfolios within the Wholesale Bank. Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. Prepare detailed short or long-term financial projections within a vendor provided solution such as Moody's Risk Analyst or within an Excel spreadsheet. Make recommendations to Relationship Managers and Credit Approvers regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. Participate or lead client calls with Relationship Manager for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements Participate in special projects to aid with the continuous improvement of portfolio management. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This senior position may mentor CPMs I and II, as appropriate. Organizational Relationship This position reports to the Team Leader - Credit Portfolio Management. Position Qualifications Education & Experience Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills Experience across multiple lines of business, including but not limited to Commercial & Industrial, real estate development and builder lines, service, retail, commercial real estate, religious organizations and government. If supporting commercial real estate lenders, requisite skills would also include construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles). Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies, or commercial & residential real estate companies (as applicable). Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within Moody's or other software package. Excellent written, oral and interpersonal skills, to include selling, structuring, negotiating, closing, maintenance, modifications and problem resolution PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Ability to research industry sources needed for credit evaluations. Strong organization skills with the ability to self-manage time and workflow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as within a team environment Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $118,503 - 197,739. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit-sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
    $118.5k-197.7k yearly 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Richmond, VA?

The average portfolio manager in Richmond, VA earns between $60,000 and $184,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Richmond, VA

$105,000

What are the biggest employers of Portfolio Managers in Richmond, VA?

The biggest employers of Portfolio Managers in Richmond, VA are:
  1. Atlantic Capital Bank
  2. UMB Bank
  3. Cardinal Health
  4. Brown Advisory
  5. South State Bank
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