Portfolio manager jobs in Salt Lake City, UT

Company Overview: Wasatch Global Investors is a leading independent investment management firm specializing in global small-cap, mid-cap and micro-cap equities. We have a fifty year history of delivering superior investment results to our clients across the globe. Wasatch is a 100% employee-owned firm with 93 employees managing approximately $26B in AUM out of our Salt Lake City, Utah headquarters. At our core, we are team-oriented, high-quality growth investors focused on active management and a long-term investment horizon. Position: Client Portfolio Manager (U.S. Equity Strategies) Location: Salt Lake City, Utah Role Summary: The U.S. Client Portfolio Manager (CPM) is a multi-faceted, senior role at Wasatch working collaboratively with the investment research team as well as client facing and marketing roles. The CPM will be expected to integrate with our U.S. investment team to understand our portfolio investments and communicate our U.S. equity investment strategies, performance, and market insights to internal and external constituents. The CPM will play a key role in building and maintaining strong relationships with our institutional and retail clients, acting as a proxy for the investment team in client and marketing meetings, as well as leading the aggregation, interpretation, and presentation of complex investment data to support other client and fundraising interactions. A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager, analyst, or CPM, or as a decision maker at a consultant or allocator. The U.S. CPM's skills and expertise will help drive Wasatch's client acquisition and retention and AUM/firm growth. Responsibilities:1.Client Relationship Management: Cultivate and nurture relationships with existing and prospective clients Understand their investment needs, risk tolerance, and financial goals Provide tailored investment client service for our equity offerings 2.Investment Communication: Articulate our investment philosophy, process, and performance to clients Conduct regular portfolio reviews and market updates Collaborate with sales and marketing teams to create compelling investment marketing materials, white papers and investment insights Assist the research team in preparing for meetings & client engagements 3.Product Expertise: Gain deep understanding of Wasatch's U.S. equity funds and strategies Explain investment decisions, holdings, and performance drivers Address client inquiries and concerns promptly and professionally 4.Sales Support: Assist the sales team in client meetings, presentations, and RFPs Provide technical expertise and respond to due diligence requests Participate in industry conferences and events 5.Market/Investment Insights: Stay abreast of U.S. equity markets, economic trends, and industry developments Share relevant investment/market insights with clients and internal teams Generate strategy-level and broad equity market research that helps clients understand strategy performance and the current market opportunities Qualifications: Bachelor's degree in finance, economics, or related field (MBA/CFA preferred) Minimum of 10 years of experience in client portfolio management or related roles, e.g., equity research, equity manager research or equity strategy A passion for markets and investing, solid analytical skills, intellectual curiosity and a growth-oriented mindset Strong knowledge of U.S. equity markets and investment products Excellent communication, research, presentation, and relationship-building skills Success working in a team-based, collaborative environment Experience using Factset, Bloomberg, Barra, or similar systems Series 7 and 63 licenses (or willingness to obtain) Why Wasatch Global Investors? A collaborative, entrepreneurial and supportive work environment A commitment to active management and long-term investing Competitive compensation, benefits, and growth opportunities If you are passionate about U.S. equities, client service, and driving investment success, we invite you to join our team. Apply at the link below. This job description is intended only to describe the general nature of the position and does not constitute an all-inclusive list of duties, nor of the knowledge, skills, and abilities required to perform the job. Wasatch Global Investors is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Wasatch Global Investors will be based on merit, qualifications, abilities and other legitimate business factors. Wasatch Global Investors does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy and gender), sexual orientation, gender identity, disability, national origin, ethnic background, age (40 and over), genetic information (including of a family member), military service, citizenship and/or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Our Corporate Finance group is seeking an experienced professional for the role of Portfolio Manager - Corporate Finance & Structured Investor Solutions. The Portfolio Manager will be responsible for underwriting and managing a portfolio of leveraged finance (cash flow) loans and investor facilities (such as NAV, Secondaries, and Participations). This role requires a high level of financial analysis skills, underwriting, and financial modeling. Experience with corporate finance and syndicated lending is preferred. WHAT YOU'LL DO AT CELTIC BANK Lead the credit analysis and underwriting process of leveraged finance loans, including due diligence, risk evaluation, and deal structuring for cash flow-based loan opportunities. The candidate will be responsible for preparing credit approval requests. Manage a portfolio of leveraged finance loans, ensuring optimal performance and risk management. This will include monitoring reporting requirements and compliance with covenants, identifying trends and reporting any potential credit deterioration. Collaborate with partners in operations (documentation/closing and servicing) to ensure consistency with the approved terms & conditions - acts as the first level escalation for issues with documentation/closing and servicing. Maintain strong relationships with clients and stakeholders, providing excellent customer service and resolving any issues in a timely manner. Collaborate with internal teams to streamline processes and improve portfolio performance. Stay updated with market trends and regulatory changes to ensure the portfolio's alignment with industry standards and compliance. Requirements WHAT YOU'LL NEED TO DO IT Bachelor's degree in Finance, Economics, or a related field. An MBA or equivalent is preferred. Demonstrated experience underwriting leverage finance cash flow-based loan structures. Strong understanding of financial statements, accounting principles, and credit analysis. Completion of a formal credit training program is preferred. Minimum of 3 years of relevant experience in banking, specifically in underwriting and portfolio management of leveraged finance loans. Title may be Associate, AVP, or VP, commensurate with experience. Strong knowledge of financial analysis, risk management, and loan structuring. Excellent leadership and team management skills. Strong communication and interpersonal skills. Proficiency in financial modeling and related software. Benefits HOW YOU'LL BENEFIT Medical, dental, vision 401(k) with employer match Life and long-term disability coverage HSA and FSA plans Holidays and paid time off requests Robust wellness program (we're talking catered meals three times a week, lunch and learns, and onsite gym!) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc. Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English. Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office - department and job requirements will determine eligibility.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company's investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. Master of Business Administration and/or Chartered Financial Analyst designation, preferred. 5 years of industry work experience, required. 5 years of Experience with trust software, preferred. Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities. Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills. Effective team player. Effective verbal and written communication skills. Ability to meet bonding requirements for employment purpose. Stays informed of developments in security markets. Performs investment research. High level of understanding of asset allocation strategies. Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional Job Location(s): This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Scottsdale, AZ Phoenix, AZ Salt Lake City, UT Boise, ID Salem, OR Portland, OR San Diego, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

ROLE PURPOSE The purpose of this specialized role is to lead and accelerate Swire Water's decarbonization efforts in Products and Solutions by embedding sustainable product design, energy efficiency, energy recovery, and renewables integration into the product portfolios. Swire Water has committed to achieving net zero with targets validated by the Science Based Targets Initiative. To meet our near-term targets, we need a highly motivated and exceptional leader who can drive progress and achieve significant improvements in energy efficiency and lowering emissions from our top greenhouse gas emission (GHG) hot spots - the carbon footprint during fabrication, and the amount of emissions our products generate over their useful life. This role will build a center-of-excellence within Product Management, enabling strategic interventions to reduce Scope 3 emissions-primarily associated with Scope 3 categories: Category 11 (Use of Sold Products) and Category 13 (Downstream Leased Assets). KEY RESPONSIBILITIES Strategic Intervention Development • Identify and prioritize high-impact product interventions to achieve 15% energy efficiency improvements across all product lines. • Lead the integration of renewable energy and circularity principles into product design and lifecycle planning. Lifecycle & Carbon Analysis • Conduct lifecycle assessments (LCAs) and product carbon footprint analyses across major product families. • Develop internal tools and templates for consistent carbon tracking and reporting. Capability Building • Establish the best practices and training modules for sustainable product development within the Product Management division. • Mentor product managers to embed sustainability into business-as-usual workflows. Cross-Functional Collaboration • Partner with Engineering, Business Development, and Sustainability teams to align interventions with market readiness and regulatory standards. • Ensure decarbonization efforts complement innovation and avoid duplication. MONITORING & REPORTING • Track all interventions, implementation status, and associated emissions impacts. • Report monthly to Sustainability to support reporting to the JS&S Sustainable Development Committee (SDC). KPIS KPI Year 1 Target Year 2 Target Product families with LCA completed 3 6 Priority product lines with energy efficiency improvements 30% 75% Renewable integration feasibility studies 2 5 Interventions prioritized and launched 5 10 Internal capability modules developed 2 4 Scope 3 emissions reduction (Category 11 & 13) -10% -30% Reporting milestones met (SDC/CDP/SwireTHRIVE) 100% 100% SKILLS & EXPERIENCE REQUIRED • Proven experience of competence in product management, sustainability, and engineering within the water or infrastructure sector • Strong understanding of lifecycle analysis, carbon accounting, and sustainable design • Familiarity with Scope 3 emissions categories, especially Category 11 and 13 • Ability to lead cross-functional teams and communicate technical concepts to diverse stakeholders • Experience with regulatory frameworks and green product standards (preferred)

Welcome to the intersection of energy and home services. At NRG, we're driven by our passion to create a smarter, cleaner and more connected future. Vivint Smart Home, an NRG owned company, is a leading smart home company in the United States, dedicated to redefining the home experience with intelligent products and services. We find purpose in proactively protecting and keeping our customers connected to home, no matter where they are. Join the Smart Home team to create smarter, safer and more sustainable homes. **MAV Principal Program Principal** Welcome to the intersection of energy and home services. At NRG, we're driven by our passion to create a smarter, cleaner and more connected future. Vivint Smart Home, an NRG owned company, is a leading smart home company in the United States, dedicated to redefining the home experience with intelligent products and services. We find purpose in proactively protecting and keeping our customers connected to home, no matter where they are. Join the Smart Home team to create smarter, safer and more sustainable homes. **Summary:** The Principal Program Manager will work with the high performing Mobile Application Vertical (MAV) Program Management team within Vivint SmartHome's Innovation group as they look to deliver innovative and leading experiences and services. They will work across operational and product / engineering groups to deliver outcomes while contributing to improving the way we work together. The Principal Program Manager is the lead program team member directly supporting the MAV Team, being their go to partner for all items relating to program delivery and management / risk and execution for platform related upgrades and optimizations. The Principal Program Manager will represent the program efforts in leadership forums as appropriate. It is expected the Principal Program Manager will spend approximately two thirds of their time working directly on programs within the MAV organization as a program manager. The remaining third will be providing leadership and mentoring to the small Program Management Team, as well as leading cross-business improvement initiatives. The Principal Program Manager will facilitate strategic planning and budgeting for programs working closely with the MAV Team on the needs to be delivered and what is required to deliver (including how). The Principal Program Manager will oversee a set of programs that can be executed within the MAV team, or across multiple other groups within the broader Innovation Center Team. They will need to have the skills and ability to work across various technical and non-technical Teams to deliver programs. At the fundamental level, the Principal Program Manager's role in Vivint is to lead a broad team and manage scope, budget, schedule, and quality with high order ability to bring people and teams together, identify risks, necessary tradeoffs to maintain program goals and negotiate between those stakeholders to deliver a product that will meet the business goals to delight our customers, provide peace of mind and be business accretive. **JOB RESPONSIBILITIES:** + OWNERSHIP: Own the plan, schedule and budget for your assigned program and projects. Understand priorities and create clear plans to deliver. Communicate with stakeholders and partners. Set and meet commitments. Set specific release dates and milestones with the team and keep them focused on owning those accountabilities while communicating needs for support or issues that put those at risk. + LEADERSHIP: Know Vivint's strategic priorities and make sure the team's work is aligned to the top priorities. Partner with engineering teams to deliver working solutions. Set schedules and create strong execution plans. Partner with the Product, Engineering, Supply Chain, external partners and Operations team to drive the program. Work across teams to review proposed scope and provide Level of Effort (LOE) estimates as well as suitable tradeoffs for quality and business risk. + COMMUNICATION: Create appropriate communications to update the business regularly on status, risks and support needed to be successful. Provide weekly status updates communicating progress towards commitment in terms of scope, schedule, and cost. + RISK AND ISSUE MANAGEMENT: Lead the team to identify risks up front, manage and mitigate them and monitor residual risks and any issues that arise. Track tasks and lead a culture of accountability in the team and across the business. Establish excellent change and risk management practices to keep work on track. **DAY 2 DAY & TOOLS:** + Facilitate and chair relevant program meetings, participate in agile activities, develop communications, and deliver to stakeholders. Hold regular risk reviews and accountability tracking meetings. Work with stakeholders as risks and issues arise. Develop partner relationships and manage performance of partners relating to program delivery. Work with team to monitor and keep program on track or escalate risk and support needed as required. + Draw on professional experience of scheduling, risk and task tracking platforms (SMARTSHEETS, EXCEL, etc.) as well as content and engineering tracking systems (e.g. JIRA, CONFLUENCE, SHAREPOINT, etc.) + A bias to strong leadership, communication and interpersonal skills will exist in assessing success in this role along with the ability to work in a fast-paced environment where change and pivots to priorities occur. **ORGANIZATIONAL STRUCTURE:** + MATRIX (or CROSS-FUNCTIONAL) STRUCTURE / PRODUCT PORTFOLIO VERTICALS: The program manager's primary relationships and responsibility are to the team they work with on a daily basis but will need to work with and coordinate with the other product portfolio verticals / team to execute on their roadmap and plans. + REPORTING LINE: The Principal Program Manager will report to the Sr Director of Program Management. + VIVINT OPERATIONS AND OTHER TEAMS: As required, the Principal Program Manager will assume a broader responsibility for leading the respective programs they own across all of Vivint and interface with representatives or leads from each of the operational units (Supply Chain, Finance, Field Services, Customer Care, IT, Marketing) and relevant channels (Direct to Home, NIS, Retail) to ensure coordinated and aligned product launches and decisions. It is expected that Principal Program Manager Lead role will also be proactive in engaging with leaders across the business to communicate and resolve issues in relation to their program portfolio. + EXTERNAL PARTNERS: As required, the Principal Program Manager partners with our supply chain organization (who lead partner/vendor selection, ongoing relationships, commercial agreements, and broader performance) to manage partner performance in relation to their specific program. This will include developing appropriate relationships and accountability mechanisms to monitor status, schedule performance, and risks and issues. In the scenario where a program includes working in partnership with an external channel partner the Principal Program Manager also support sales and teams and develops a relationship with them as it pertains to execution of the program milestones and goals. **REQUIRED SKILLS and ATTRIBUTES:** + Team Leadership, ability to establish a leadership identity within the respective groups and overall stakeholder organizations and partners. + Demonstrate the ability and track record of leading in project delivery and excellence in communication. + Demonstrate passion to succeed, inspire and motivate the team. + Strong negotiation skills as well as ability to facilitate informed and timely decisions and mediating tradeoffs with various groups to deliver a product on time and ready for market. + Deliver clear, concise professional verbal and written communication that is appropriate to the situation and audience. Including commitment to transparency, and stakeholder-based communication. + Exceptional collaboration, listening, written and verbal communication skills, including an ability to clearly communicate with both business and technical audiences. + Encourage participation & decision-making by all team members and effectively manage group dynamics. + Willingness to travel as required. **FUNCTIONAL/LEADERSHIP COMPETENCIES** + **Honesty & Integrity** : do the right thing + **Customer Obsession** : relentless passion to serve the customer + **Innovation** : innovation is essential - today's innovation is tomorrow's lifeblood + **Winning Together:** individuals win games; teams win championships + **Exceptional** : create value, not just motion + **Giving Back** : helping people + **Accountability** : holding self and others accountable to meet commitments + **Communication** : developing and delivering multi-mode communications that convey a clear message to different audiences + **Growth Mindset** : frame of mind where basic abilities can be developed through dedication and hard work while embracing resilience, change, and nimble learning + **People Skills** : ability to communicate effectively on an interpersonal level; manage conflict positively; work productively with others to find solutions and reach agreement, and motivate and inspire others + **Influence** : the capacity to be a compelling force on or produce effects on the actions, behavior, and opinions of stakeholders + **Business Acumen** : applying knowledge of company business and the industry to achieve organizational goals + **Executive Presence** : the way to carry yourself, present yourself, communicate with others, and project competence and calm + **High-Performing Teams** : create common vision, goals, metrics and collaborate, challenge and hold each other accountable to achieve outstanding results + **Change Management** : prepare, equip and support individuals to successfully adopt change in order to drive organizational success and outcomes + **Organizational Savvy** : maneuvering comfortably through complex policy, process, and people-related organizational objectives + **Strategic Thinking** : seeing ahead to the future possibilities and translating them into breakthrough strategies + **Cross-Collaboration** : building partnerships and working collaboratively with others across the organization to meet shared objectives **MINIMUM EXPERIENCE and QUALIFICATIONS:** + Min. 10 years professional experience leading software and mobile application programs. + Bachelors' degree in Business, Engineering or a related field with formal project management training (preferably PMP or similar qualifications). + Track record of leading others & positive change in project definition, project delivery, and process improvement. + Experience in roles where delivery was a responsibility with demonstrated experience in making trade-off decisions to meet targets and goals + Working experience with project methodologies such as scrum/agile. + Past success in creating high performance teams, inspiring and empowering them to achieve results. NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. EEO is the Law Poster (The poster can be found at *************************************************************************** Official description on file with Talent. Vivint, an equal opportunity employer, does not consider any protected traits (e.g., race, creed, color, religion, gender, national origin, non-job-related disability, age, or any other protected trait) when hiring-under federal, state, and local laws. We are a drug-free environment. We do not conduct pre-employment drug screening; however, we do conduct random drug testing on site.

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person's competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Specialty Banking Portfolio Manager II, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management. You will also be responsible in assisting the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Specialty Banking Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. You will be asked participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in related field or equivalent combination of education and experience. 5+ years of relevant experience in specialty or commercial banking. Related specialty banking or finance experience. Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or certification in the field. 7+ years of relevant experience in specialty or commercial banking. Industry specific credit background. Moody's Risk Analyst experience. Completed formal credit training program. Strong communication, writing, and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Proficient in Microsoft PowerPoint, Word and Excel. Identify key relationships to achieve strategic goals and provide strong credit knowledge. Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients. Well-developed and proven organizational skills with ability to utilize time efficiently. Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel - estimated at 25% of the time. Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris Technologies is the Trusted Disruptor in the defense industry. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Business Portfolio Manager Job Code: 31891 Job Location: Salt Lake City, Utah Job Schedule: 9/80 Job Description: The Business Portfolio Manager assists the Business Area Manager in overseeing the daily operations of a team consisting of Operations Project Managers and System Planners. This role entails oversight and strategic direction for the programs under their purview, working closely with counterparts to make informed business decisions. This position requires a visionary leader with a broad management background who can guide teams to achieve business objectives and foster innovation. Essential Functions: + Strategic Leadership: Provide visionary business direction and make strategic decisions to drive team performance. + Executive Reporting: Present portfolio status and key performance indicators (KPIs) to executive leadership and business stakeholders. + Resource Management: Manage resource conflicts, coordinating with Manufacturing and Test leadership in shared areas and resources. + Team Management: Lead and manage experienced professionals, including lower-level supervisors or managers. Often responsible for one or more teams or a department. + Influential Communication: Engage with internal and external stakeholders to advocate for new practices, approaches, and concepts, influencing leadership decisions. + Innovation and Development: Develop and champion new concepts or technologies to advance the business area. + Operational Planning: Oversee the implementation of functional strategies and recommend operational plans impacting short- to mid-term business results. + Travel Requirments Required Qualifications: + Bachelor's Degree and minimum 9 years prior related experience. Graduate Degree with a minimum of 7 years of prior related experience. In lieu of a degree, minimum of 13 years of prior related experience. Preferred Additional Skills: + Management Expertise: Extensive experience in management and cross-functional leadership, with a mastery level knowledge in a specific technical area or broad expertise across multiple related job areas. + Leadership Skills: Proven ability to lead teams, inspire high performance, and manage resource allocation effectively. + Strategic Thinking: Ability to provide strategic business direction and make informed decisions that align with organizational goals. + Communication Proficiency: Strong communication skills for presenting information to executive leadership and engaging with stakeholders to drive organizational change. #LI-CS3 L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English (******************************************************************************************** or Spanish (******************************************************************************************** . For information regarding your Right To Work, please click here for English (****************************************************************************************** or Spanish (******************************************************************************************** .

Welcome to the intersection of energy and home services. At NRG, we're driven by our passion to create a smarter, cleaner and more connected future. Vivint Smart Home, an NRG owned company, is a leading smart home company in the United States, dedicated to redefining the home experience with intelligent products and services. We find purpose in proactively protecting and keeping our customers connected to home, no matter where they are. Join the Smart Home team to create smarter, safer and more sustainable homes. MAV Principal Program Principal Welcome to the intersection of energy and home services. At NRG, we're driven by our passion to create a smarter, cleaner and more connected future. Vivint Smart Home, an NRG owned company, is a leading smart home company in the United States, dedicated to redefining the home experience with intelligent products and services. We find purpose in proactively protecting and keeping our customers connected to home, no matter where they are. Join the Smart Home team to create smarter, safer and more sustainable homes. Summary: The Principal Program Manager will work with the high performing Mobile Application Vertical (MAV) Program Management team within Vivint SmartHome's Innovation group as they look to deliver innovative and leading experiences and services. They will work across operational and product / engineering groups to deliver outcomes while contributing to improving the way we work together. The Principal Program Manager is the lead program team member directly supporting the MAV Team, being their go to partner for all items relating to program delivery and management / risk and execution for platform related upgrades and optimizations. The Principal Program Manager will represent the program efforts in leadership forums as appropriate. It is expected the Principal Program Manager will spend approximately two thirds of their time working directly on programs within the MAV organization as a program manager. The remaining third will be providing leadership and mentoring to the small Program Management Team, as well as leading cross-business improvement initiatives. The Principal Program Manager will facilitate strategic planning and budgeting for programs working closely with the MAV Team on the needs to be delivered and what is required to deliver (including how). The Principal Program Manager will oversee a set of programs that can be executed within the MAV team, or across multiple other groups within the broader Innovation Center Team. They will need to have the skills and ability to work across various technical and non-technical Teams to deliver programs. At the fundamental level, the Principal Program Manager's role in Vivint is to lead a broad team and manage scope, budget, schedule, and quality with high order ability to bring people and teams together, identify risks, necessary tradeoffs to maintain program goals and negotiate between those stakeholders to deliver a product that will meet the business goals to delight our customers, provide peace of mind and be business accretive. JOB RESPONSIBILITIES: OWNERSHIP: Own the plan, schedule and budget for your assigned program and projects. Understand priorities and create clear plans to deliver. Communicate with stakeholders and partners. Set and meet commitments. Set specific release dates and milestones with the team and keep them focused on owning those accountabilities while communicating needs for support or issues that put those at risk. LEADERSHIP: Know Vivint's strategic priorities and make sure the team's work is aligned to the top priorities. Partner with engineering teams to deliver working solutions. Set schedules and create strong execution plans. Partner with the Product, Engineering, Supply Chain, external partners and Operations team to drive the program. Work across teams to review proposed scope and provide Level of Effort (LOE) estimates as well as suitable tradeoffs for quality and business risk. COMMUNICATION: Create appropriate communications to update the business regularly on status, risks and support needed to be successful. Provide weekly status updates communicating progress towards commitment in terms of scope, schedule, and cost. RISK AND ISSUE MANAGEMENT: Lead the team to identify risks up front, manage and mitigate them and monitor residual risks and any issues that arise. Track tasks and lead a culture of accountability in the team and across the business. Establish excellent change and risk management practices to keep work on track. DAY 2 DAY & TOOLS: Facilitate and chair relevant program meetings, participate in agile activities, develop communications, and deliver to stakeholders. Hold regular risk reviews and accountability tracking meetings. Work with stakeholders as risks and issues arise. Develop partner relationships and manage performance of partners relating to program delivery. Work with team to monitor and keep program on track or escalate risk and support needed as required. Draw on professional experience of scheduling, risk and task tracking platforms (SMARTSHEETS, EXCEL, etc.) as well as content and engineering tracking systems (e.g. JIRA, CONFLUENCE, SHAREPOINT, etc.) A bias to strong leadership, communication and interpersonal skills will exist in assessing success in this role along with the ability to work in a fast-paced environment where change and pivots to priorities occur. ORGANIZATIONAL STRUCTURE: MATRIX (or CROSS-FUNCTIONAL) STRUCTURE / PRODUCT PORTFOLIO VERTICALS: The program manager's primary relationships and responsibility are to the team they work with on a daily basis but will need to work with and coordinate with the other product portfolio verticals / team to execute on their roadmap and plans. REPORTING LINE: The Principal Program Manager will report to the Sr Director of Program Management. VIVINT OPERATIONS AND OTHER TEAMS: As required, the Principal Program Manager will assume a broader responsibility for leading the respective programs they own across all of Vivint and interface with representatives or leads from each of the operational units (Supply Chain, Finance, Field Services, Customer Care, IT, Marketing) and relevant channels (Direct to Home, NIS, Retail) to ensure coordinated and aligned product launches and decisions. It is expected that Principal Program Manager Lead role will also be proactive in engaging with leaders across the business to communicate and resolve issues in relation to their program portfolio. EXTERNAL PARTNERS: As required, the Principal Program Manager partners with our supply chain organization (who lead partner/vendor selection, ongoing relationships, commercial agreements, and broader performance) to manage partner performance in relation to their specific program. This will include developing appropriate relationships and accountability mechanisms to monitor status, schedule performance, and risks and issues. In the scenario where a program includes working in partnership with an external channel partner the Principal Program Manager also support sales and teams and develops a relationship with them as it pertains to execution of the program milestones and goals. REQUIRED SKILLS and ATTRIBUTES: Team Leadership, ability to establish a leadership identity within the respective groups and overall stakeholder organizations and partners. Demonstrate the ability and track record of leading in project delivery and excellence in communication. Demonstrate passion to succeed, inspire and motivate the team. Strong negotiation skills as well as ability to facilitate informed and timely decisions and mediating tradeoffs with various groups to deliver a product on time and ready for market. Deliver clear, concise professional verbal and written communication that is appropriate to the situation and audience. Including commitment to transparency, and stakeholder-based communication. Exceptional collaboration, listening, written and verbal communication skills, including an ability to clearly communicate with both business and technical audiences. Encourage participation & decision-making by all team members and effectively manage group dynamics. Willingness to travel as required. FUNCTIONAL/LEADERSHIP COMPETENCIES Honesty & Integrity: do the right thing Customer Obsession: relentless passion to serve the customer Innovation: innovation is essential - today's innovation is tomorrow's lifeblood Winning Together: individuals win games; teams win championships Exceptional: create value, not just motion Giving Back: helping people Accountability: holding self and others accountable to meet commitments Communication: developing and delivering multi-mode communications that convey a clear message to different audiences Growth Mindset: frame of mind where basic abilities can be developed through dedication and hard work while embracing resilience, change, and nimble learning People Skills: ability to communicate effectively on an interpersonal level; manage conflict positively; work productively with others to find solutions and reach agreement, and motivate and inspire others Influence: the capacity to be a compelling force on or produce effects on the actions, behavior, and opinions of stakeholders Business Acumen: applying knowledge of company business and the industry to achieve organizational goals Executive Presence: the way to carry yourself, present yourself, communicate with others, and project competence and calm High-Performing Teams: create common vision, goals, metrics and collaborate, challenge and hold each other accountable to achieve outstanding results Change Management: prepare, equip and support individuals to successfully adopt change in order to drive organizational success and outcomes Organizational Savvy: maneuvering comfortably through complex policy, process, and people-related organizational objectives Strategic Thinking: seeing ahead to the future possibilities and translating them into breakthrough strategies Cross-Collaboration: building partnerships and working collaboratively with others across the organization to meet shared objectives MINIMUM EXPERIENCE and QUALIFICATIONS: Min. 10 years professional experience leading software and mobile application programs. Bachelors' degree in Business, Engineering or a related field with formal project management training (preferably PMP or similar qualifications). Track record of leading others & positive change in project definition, project delivery, and process improvement. Experience in roles where delivery was a responsibility with demonstrated experience in making trade-off decisions to meet targets and goals Working experience with project methodologies such as scrum/agile. Past success in creating high performance teams, inspiring and empowering them to achieve results. NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. EEO is the Law Poster (The poster can be found at ************************************************************************ Official description on file with Talent.

Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** **Req ID:** 21939 \#location

The Senior Commercial Portfolio Manager will manage a portfolio of commercial credits and partner closely with Commercial Bankers to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but rather will focus on converting commercial loan opportunities generated by Bankers and will support the teams in client meetings. Responsibilities Partner with Commercial Bankers on new deals in the pipeline as well as existing loans that mature, structuring commercial credits based upon bank guidelines and client needs. Manage loans through to the approval processes, continuously interacting with prospective and existing clients while owning the underwriting process on each specific loan. Work with the Credit Analysts to review spreads and complete credit presentations. Partner with the Commercial Loan Administration team to generate loan documents and closing packages. Maintain a strong understanding of cash flow analysis, collateral evaluation, and financial analysis. Identify risks in proposed new transactions, introducing controls to mitigate risks. Ensure the quality, integrity and soundness of all analysis, underwriting, client satisfaction and credit approval process for assigned portfolio. Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. Continuously monitor portfolio and visits clients to understand client's business performance, identifying early warning signs of changes in risk and credit quality. Prepare detailed annual reviews of existing credits as designated. Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. Ensure a clean and strong portfolio, working directly with clients to obtain most recent financial documentation. Minimum Qualifications 7-10+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. Strong working knowledge of financial statements and accounting standards required. Robust experience with credit policies, with competition of a formal commercial credit training program. Experience spreading financials and completing financial projections using Moody's RiskAnalyst software. Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. Must be comfortable working with complex computer operating systems (nCino experience a plus). Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. About Fortis At Fortis, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the “FDIC”). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at **********************************

**Zions Bank** recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the _Salt Lake Tribune's_ Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bank has just opened an opportunity for a **Commercial Portfolio Manager** based in **Provo, Utah office** . If you are ready to move your career forward, read on. **Ideal candidates will have these skills and experience** **:** + Manage and service a portfolio of commercial loan relationships + Spread and analyze financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations. + Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. + Handle maintenance of existing relationships. Assists Relationship Managers with credit requests. + Expand, build, and maintain relationships, with a resulting high degree of customer satisfaction. **Qualifications** **:** + Typically requires a Bachelors degree and 2 to 4 years credit associated lending or 5 years related experience. + An equivalent combination of education and experience may meet qualifications. + Working knowledge of commercial and/or related lending. + Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc. + PC skills required. + Experience with bank loan and deposit systems preferred. **Benefits:** + Medical, Dental, and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Pid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products **Req ID:** 068995 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

Job DescriptionDescription: Are you passionate about real estate and making a positive impact? If so, Atlas Real Estate might be the perfect place for you to join our team and Learn by Doing, Together. We are a Denver-based, full-service powerhouse with a national reach, seeking a Part Time Assistant Portfolio Manager to join our growing team. Since 2013, we've been guided by a powerful mission: Uplift Humanity Through Real Estate. Think Like an Owner at Atlas, and you can own your financial future by learning how to become a real estate investor. We empower you to shape a career that excites you. Here's why Atlas should be your next career move: Nationally recognized: With offices in 10 states, we manage over $2.5 billion in real estate assets and 6,000+ residential units. Zillow Flex Partner: Benefit from our partnership with Zillow for a steady stream of qualified leads. Purpose-driven culture: We believe real estate can make a difference, and it shows in everything we do. At Atlas, we Champion Human Flourishing: Yours, Theirs, and Ours. Your impact extends beyond the office walls. Make a difference in the community and watch your own life flourish as you and your team help others thrive. Embrace change and help us disrupt the industry norm and positively impact our community. We experiment, we pivot, we zig when others zag, we push boundaries, embrace bold ideas, and rewrite the script together. Ready to Learn More? Make a real impact as our Part Time Assistant Portfolio Manager. You'll be instrumental in building lasting relationships with residents, vendors, and owners. By managing property schedules and conducting thorough fieldwork, you'll optimize property performance. You'll also contribute to our marketing efforts by creating engaging ads and managing leads. Your attention to detail will be essential in maintaining accurate property information in AppFolio and other work-flow software. Responsibilities and Duties: Promote and continuously reinforce the Atlas Culture and Values: Purpose First > Uplifting Humanity Through Real Estate Good for You, Good for Me, Good for Everything In Community Make it Memorable Simple, Empowered, Accountable Provide field support for Portfolio Managers, including but not limited to: * Building and maintaining positive relationship with residents, vendors, owners, and coworkers * Building and maintaining a schedule including but not limited to showings, inspections, seasonal and regular maintenance, lease and renewal dates, move-outs, etc. * Conducting field work including setting up lockboxes, code boxes, and exterior inspection of properties * Using high touch communication methods, such as phone calls, texts, and email * Driving to the properties in the portfolio to complete these tasks (approximately 20 hours/week) Fulfill any additional duties as assigned by the team, including but not limited to: * Continuing education for maintaining an active real estate license * Creating marketing advertisements, utilizing ShowMojo, Facebook, and other programs to generate lead flow * Lead response and showings, open houses, collecting property feedback from leads and providing that to the property manager * Working with a team and different departments to complete tasks * Attending daily check-ins with Portfolio Manager for daily tasks * Using AppFolio to update correct property information and pulling reports Learn and uphold Atlas best practices: * Always tell the truth every time without hesitation; aka make a non-conforming commitment to truthfulness. * Do the right thing, every time even if it's inconvenient or costly. * Understand and comply with applicable law and Atlas policies. * Use good judgment and avoid even the appearance of improper conduct. * Treat every person with dignity and respect. * Seek guidance when questions arise about the right course of action. * Intervene to prevent others from acting if you become aware that they are contemplating violating the law or the policies of Atlas. * Raise your hand to leadership if you encounter possible violations of the law or Atlas policies. What you get: 20 Hours/Week Max. Hourly Rate: $21.63/hour Recruiting Agency Notice: Atlas Real Estate Group does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Atlas Real Estate Group employees. Accepting applications through DECEMBER 2025. #ZR Requirements: What you bring: Familiarity with Microsoft Office and other basic office technology Must be available to perform up to 75% of work in the field High school diploma or equivalent Experience in customer management and relationship development Commitment to continual learning and growth High-functioning multi-tasking Strong communication skills Ability to problem solve Systems-oriented (can take direction and follow procedures) Strong organizational skills Valid driver's license and reliable transportation Must pass background check Must have weekend availability and flexibility during the week Must be able to drive throughout the SLC Metro and surrounding areas "Nice to Have" Qualifications: Utah Real Estate License Single-family residence (SFR) exposure Leasing experience Bilingual (Spanish/English) ADA Requirements Walking: Regularly required to inspect properties, meet with residents, and move around the property. Standing: Frequently required to conduct property inspections, meet with residents, and perform office tasks. Sitting: Regularly required to perform office tasks, such as computer work and paperwork. Lifting: Occasionally required to lift up to 15 pounds, such as boxes, files, or maintenance supplies. Carrying: Occasionally required to carry light to moderate weight items, such as keys, paperwork, or small tools. Bending: Occasionally required to inspect property conditions, such as basements or crawl spaces. Climbing: Occasionally required to inspect multi-story properties or access property exteriors. Driving: Regularly required to travel between properties. Visual Acuity: Required to inspect property conditions, read documents, and use computer equipment #ZR

rPlus is a team of committed energy industry professionals working together to develop large-scale renewable energy generation and electric storage projects in the United States. rPlus is a market leader in the western US with a proven track record of delivering projects to utility and corporate customers on time and on budget. rPlus specializes in bringing projects to market through partnership with the private sector, municipalities, utilities, and industry-leading technology and service providers. Its portfolio consists of a strategic mix of solar, solar plus battery, wind, and pumped storage hydro facilities. rPlus is headquartered in Salt Lake City, Utah and is backed by Gardner Group and Sandbrook Capital. Position Overview The Technical Asset Manager will join the Asset Management function and will work cross-functionally with internal teams and with third-party contractors to support the optimization of a portfolio of solar and BESS operating assets. The position will be located at the Salt Lake City headquarters or remotely, requiring brief travel one to two times monthly to sites or meetings. General Responsibilities Portfolio Management: Oversee a portfolio of operating solar PV and BESS projects to ensure optimal technical performance and availability. Performance Monitoring: Analyze system data using monitoring platforms to track performance, detect underperformance, and drive issue resolution. O&M Oversight: Manage relationships with Operations & Maintenance (O&M) providers. Ensure timely maintenance, warranty submittals, outage communication, issue resolution, and adherence to agreements. Optimization Initiatives: Identify and implement performance enhancement strategies, including equipment upgrades, software solutions, or maintenance improvements. Contract Compliance: Manage contracts with equipment suppliers, service providers, and other stakeholders to ensure compliance with agreed terms and conditions. Reporting: Generate performance, availability, and production reports for internal and external teams. Data Management: Maintain accurate and updated project documentation, including maintenance logs, performance data, warranties, and compliance records. Compliance & Safety: Ensure assets meet environmental, regulatory, and safety compliance requirements. Support the implementation and monitoring of NERC programs. Commissioning & Handover: Support project transition from construction to operations, including O&M training, commissioning oversight, and tracking of construction-related documents. Process Management: Develop and maintain project procedures and plans for best practices including emergency operating plans, project contacts, outage communication plans, safety documents, site access policies, etc. Risk Management: Develop and implement risk management strategies, including contingency planning and mitigation of operational risks. Pre-Operations Support: Assist in O&M services and LTSA RFPs and subsequent contracting of future projects. Assist key contract negotiations for technical terms and provide lessons learned to earlier phase teams. Skill Requirements Bachelor's degree in engineering, renewable energy, or a related field. 3+ years of experience in solar asset management, operations, or related fields in renewable energy. Strong understanding of solar PV systems, performance metrics, and energy production analytics. Experience working with asset management or SCADA platforms. Familiarity with key contractual documents such as Interconnection Agreements, O&M agreements, and EPC contracts. Proficiency with Excel, Word, and PowerPoint Excellent communication and project management skills. The ability to analyze complex technical data, identify patterns, and derive actionable insights. Work effectively with cross-functional teams, including operations, finance, and engineering. Detail-oriented with exceptional organizational skills. The right candidate will have a strong, natural desire to complete tasks by deadlines. An understanding of NERC compliant PV and BESS facilities is preferred.

Asset Manager - Multifamily Investments Join a dynamic, collaborative team managing a national portfolio of institutional-grade multifamily assets. As an Asset Manager, you'll lead property-level performance, execute strategic business plans, and contribute to investment decisions from acquisition through disposition. You'll also support underwriting and capital allocation across the platform. Key Responsibilities Portfolio Investment & Operational Strategy Maximize the value of a multifamily real estate portfolio through the strategic execution of business operating plans and capital strategies Optimize fund-level returns through proactive portfolio and asset management Oversee CapEx, renovation, and pricing strategies Partner with property management to ensure operational alignment Monitor market trends and competitive positioning Conduct hold/sell and refinance analyses Support asset marketing, broker engagement, and buyer diligence Collaborate with acquisitions team on underwriting and due diligence Financial Oversight Maintain operating models and long-term cash flow projections Analyze monthly financials, budgets, and lender obligations Lead annual budgeting and variance analysis and provide feedback and insights Capital & Risk Management Manage capital planning and special projects Ensure compliance with loan covenants and regulatory requirements Oversee lender inspections, insurance claims, and tax appeals Track ESG performance and sustainability initiatives Perform sensitivity analyses for asset decisions and scenario planning Reporting & Communication Deliver timely performance reporting to internal and external stakeholders Prepare presentation-ready materials for leadership and capital partners Maintain compliance documentation and operational records Qualifications Bachelor's degree in Real Estate, Finance, or related field 4-7 years of experience in real estate investment or asset management, ideally multifamily Strong financial modeling and analytical skills Deep understanding of property operations and valuation Effective communicator with ability to manage multiple priorities independently What we offer Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. Company paid Life Insurance (option to buy additional available) and Long-Term Disability. Access to benefits concierge service. Access to Mental Health & Well-Being service. 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. 11 Paid Holidays per year. Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. Personalized Connection: Connect with an employee who resonates with your professional interests. Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.

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

Company Overview: Wasatch Global Investors is a leading independent investment management firm specializing in global small-cap, mid-cap and micro-cap equities. We have a fifty year history of delivering superior investment results to our clients across the globe. Wasatch is a 100% employee-owned firm with 93 employees managing approximately $26B in AUM out of our Salt Lake City, Utah headquarters. At our core, we are team-oriented, high-quality growth investors focused on active management and a long-term investment horizon. Position: Client Portfolio Manager (U.S. Equity Strategies) Location: Salt Lake City, Utah Role Summary: The U.S. Client Portfolio Manager (CPM) is a multi-faceted, senior role at Wasatch working collaboratively with the investment research team as well as client facing and marketing roles. The CPM will be expected to integrate with our U.S. investment team to understand our portfolio investments and communicate our U.S. equity investment strategies, performance, and market insights to internal and external constituents. The CPM will play a key role in building and maintaining strong relationships with our institutional and retail clients, acting as a proxy for the investment team in client and marketing meetings, as well as leading the aggregation, interpretation, and presentation of complex investment data to support other client and fundraising interactions. A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager, analyst, or CPM, or as a decision maker at a consultant or allocator. The U.S. CPM's skills and expertise will help drive Wasatch's client acquisition and retention and AUM/firm growth. Responsibilities:1. Client Relationship Management: Cultivate and nurture relationships with existing and prospective clients Understand their investment needs, risk tolerance, and financial goals Provide tailored investment client service for our equity offerings 2. Investment Communication: Articulate our investment philosophy, process, and performance to clients Conduct regular portfolio reviews and market updates Collaborate with sales and marketing teams to create compelling investment marketing materials, white papers and investment insights Assist the research team in preparing for meetings & client engagements 3. Product Expertise: Gain deep understanding of Wasatch's U.S. equity funds and strategies Explain investment decisions, holdings, and performance drivers Address client inquiries and concerns promptly and professionally 4. Sales Support: Assist the sales team in client meetings, presentations, and RFPs Provide technical expertise and respond to due diligence requests Participate in industry conferences and events 5. Market/Investment Insights: Stay abreast of U.S. equity markets, economic trends, and industry developments Share relevant investment/market insights with clients and internal teams Generate strategy-level and broad equity market research that helps clients understand strategy performance and the current market opportunities Qualifications: Bachelor's degree in finance, economics, or related field (MBA/CFA preferred) Minimum of 10 years of experience in client portfolio management or related roles, e.g., equity research, equity manager research or equity strategy A passion for markets and investing, solid analytical skills, intellectual curiosity and a growth-oriented mindset Strong knowledge of U.S. equity markets and investment products Excellent communication, research, presentation, and relationship-building skills Success working in a team-based, collaborative environment Experience using Factset, Bloomberg, Barra, or similar systems Series 7 and 63 licenses (or willingness to obtain) Why Wasatch Global Investors? A collaborative, entrepreneurial and supportive work environment A commitment to active management and long-term investing Competitive compensation, benefits, and growth opportunities If you are passionate about U.S. equities, client service, and driving investment success, we invite you to join our team. Apply at the link below. This job description is intended only to describe the general nature of the position and does not constitute an all-inclusive list of duties, nor of the knowledge, skills, and abilities required to perform the job. Wasatch Global Investors is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Wasatch Global Investors will be based on merit, qualifications, abilities and other legitimate business factors. Wasatch Global Investors does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy and gender), sexual orientation, gender identity, disability, national origin, ethnic background, age (40 and over), genetic information (including of a family member), military service, citizenship and/or any other characteristic protected by applicable law.

The Senior Commercial Portfolio Manager will manage a portfolio of commercial credits and partner closely with Commercial Bankers to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but rather will focus on converting commercial loan opportunities generated by Bankers and will support the teams in client meetings. Responsibilities * Partner with Commercial Bankers on new deals in the pipeline as well as existing loans that mature, structuring commercial credits based upon bank guidelines and client needs. * Manage loans through to the approval processes, continuously interacting with prospective and existing clients while owning the underwriting process on each specific loan. * Work with the Credit Analysts to review spreads and complete credit presentations. * Partner with the Commercial Loan Administration team to generate loan documents and closing packages. * Maintain a strong understanding of cash flow analysis, collateral evaluation, and financial analysis. * Identify risks in proposed new transactions, introducing controls to mitigate risks. * Ensure the quality, integrity and soundness of all analysis, underwriting, client satisfaction and credit approval process for assigned portfolio. * Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. * Continuously monitor portfolio and visits clients to understand client's business performance, identifying early warning signs of changes in risk and credit quality. * Prepare detailed annual reviews of existing credits as designated. * Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. * Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. * Ensure a clean and strong portfolio, working directly with clients to obtain most recent financial documentation. Minimum Qualifications * 7-10+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. * Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. * Strong working knowledge of financial statements and accounting standards required. * Robust experience with credit policies, with competition of a formal commercial credit training program. * Experience spreading financials and completing financial projections using Moody's RiskAnalyst software. * Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. * Must be comfortable working with complex computer operating systems (nCino experience a plus). * Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. * Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. About Fortis At Fortis, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the "FDIC"). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at **********************************

Are you passionate about real estate and making a positive impact? If so, Atlas Real Estate might be the perfect place for you to join our team and Learn by Doing, Together. We are a Denver-based, full-service powerhouse with a national reach, seeking a Part Time Assistant Portfolio Manager to join our growing team. Since 2013, we've been guided by a powerful mission: Uplift Humanity Through Real Estate. Think Like an Owner at Atlas, and you can own your financial future by learning how to become a real estate investor. We empower you to shape a career that excites you. Here's why Atlas should be your next career move: Nationally recognized: With offices in 10 states, we manage over $2.5 billion in real estate assets and 6,000+ residential units. Zillow Flex Partner: Benefit from our partnership with Zillow for a steady stream of qualified leads. Purpose-driven culture: We believe real estate can make a difference, and it shows in everything we do. At Atlas, we Champion Human Flourishing: Yours, Theirs, and Ours. Your impact extends beyond the office walls. Make a difference in the community and watch your own life flourish as you and your team help others thrive. Embrace change and help us disrupt the industry norm and positively impact our community. We experiment, we pivot, we zig when others zag, we push boundaries, embrace bold ideas, and rewrite the script together. Ready to Learn More? Make a real impact as our Part Time Assistant Portfolio Manager. You'll be instrumental in building lasting relationships with residents, vendors, and owners. By managing property schedules and conducting thorough fieldwork, you'll optimize property performance. You'll also contribute to our marketing efforts by creating engaging ads and managing leads. Your attention to detail will be essential in maintaining accurate property information in AppFolio and other work-flow software. Responsibilities and Duties: Promote and continuously reinforce the Atlas Culture and Values: Purpose First > Uplifting Humanity Through Real Estate Good for You, Good for Me, Good for Everything In Community Make it Memorable Simple, Empowered, Accountable Provide field support for Portfolio Managers, including but not limited to: * Building and maintaining positive relationship with residents, vendors, owners, and coworkers * Building and maintaining a schedule including but not limited to showings, inspections, seasonal and regular maintenance, lease and renewal dates, move-outs, etc. * Conducting field work including setting up lockboxes, code boxes, and exterior inspection of properties * Using high touch communication methods, such as phone calls, texts, and email * Driving to the properties in the portfolio to complete these tasks (approximately 20 hours/week) Fulfill any additional duties as assigned by the team, including but not limited to: * Continuing education for maintaining an active real estate license * Creating marketing advertisements, utilizing ShowMojo, Facebook, and other programs to generate lead flow * Lead response and showings, open houses, collecting property feedback from leads and providing that to the property manager * Working with a team and different departments to complete tasks * Attending daily check-ins with Portfolio Manager for daily tasks * Using AppFolio to update correct property information and pulling reports Learn and uphold Atlas best practices: * Always tell the truth every time without hesitation; aka make a non-conforming commitment to truthfulness. * Do the right thing, every time even if it's inconvenient or costly. * Understand and comply with applicable law and Atlas policies. * Use good judgment and avoid even the appearance of improper conduct. * Treat every person with dignity and respect. * Seek guidance when questions arise about the right course of action. * Intervene to prevent others from acting if you become aware that they are contemplating violating the law or the policies of Atlas. * Raise your hand to leadership if you encounter possible violations of the law or Atlas policies. What you get: 20 Hours/Week Max. Hourly Rate: $21.63/hour Recruiting Agency Notice: Atlas Real Estate Group does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Atlas Real Estate Group employees. Accepting applications through DECEMBER 2025. #ZR Requirements What you bring: Familiarity with Microsoft Office and other basic office technology Must be available to perform up to 75% of work in the field High school diploma or equivalent Experience in customer management and relationship development Commitment to continual learning and growth High-functioning multi-tasking Strong communication skills Ability to problem solve Systems-oriented (can take direction and follow procedures) Strong organizational skills Valid driver's license and reliable transportation Must pass background check Must have weekend availability and flexibility during the week Must be able to drive throughout the SLC Metro and surrounding areas "Nice to Have" Qualifications: Utah Real Estate License Single-family residence (SFR) exposure Leasing experience Bilingual (Spanish/English) ADA Requirements Walking: Regularly required to inspect properties, meet with residents, and move around the property. Standing: Frequently required to conduct property inspections, meet with residents, and perform office tasks. Sitting: Regularly required to perform office tasks, such as computer work and paperwork. Lifting: Occasionally required to lift up to 15 pounds, such as boxes, files, or maintenance supplies. Carrying: Occasionally required to carry light to moderate weight items, such as keys, paperwork, or small tools. Bending: Occasionally required to inspect property conditions, such as basements or crawl spaces. Climbing: Occasionally required to inspect multi-story properties or access property exteriors. Driving: Regularly required to travel between properties. Visual Acuity: Required to inspect property conditions, read documents, and use computer equipment #ZR Salary Description $21.63/hour

Zions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's **"Best Banks to Work For"** almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the _Salt Lake Tribune's_ Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Zions Bank has just opened an opportunity for a **Commercial Portfolio Manager** in the Specialty Loan Servicing group. Come join a team where you can collaborate and consult with our clients to provide solutions to build their business. If you're ready for the next rung on your career ladder, this may be your opportunity. **Ideal candidates will have the skills and experience necessary to** **:** + Underwrite and service a portfolio of commercial loan relationships. + Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations. + Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc. + Provide customer service through clear communication skills, approachability, and working knowledge of all processes. + Manage existing client relationships. + Assist Relationship Managers and Branch Managers with credit requests. + Collaborate and communicate with internal and external clients at a high level regarding sensitive matters, as well as routine matters. + Expand, build and maintain relationships, with a resulting high degree of customer satisfaction. + Remain flexible and support other responsibilities as needed for the business. **What you need to bring to the table** **:** + Typically requires a Bachelor's degree and 4+ years credit associated lending or 7+ years related experience. An equivalent combination of education and experience may meet qualifications. + Comprehensive understanding of underwriting. + Advanced knowledge of commercial and/or related lending required. + Deep knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc. + Experience with bank loan and deposit systems preferred: + Credit Lead + Aviva + Tax Analysis + Moody's + Excellent writing and verbal communication skills and confidence in working with internal and external senior level individuals. + Advanced level expertise with MS Office - most particularly with Excel. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire **Location Amenities:** The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company's primary technology and operations center. This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: + Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. + At least 75% of the building is powered by on-site renewable solar energy. + Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. + Large modern cafe with a healthy and diverse menu. + Healthy indoor environment with ample natural light and fresh air. + LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. **Req ID:** 068188 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.