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  • Trust Portfolio Manager

    Umpqua Bank 4.4company rating

    Portfolio manager job in South Jordan, UT

    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.
    $102.4k-190k yearly Auto-Apply 54d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Salt Lake City, UT

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $191k-343.9k yearly 32d ago
  • Client Portfolio Manager - U.S. Equity

    Wasatch Global Investors 3.8company rating

    Portfolio manager job 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.
    $94k-137k yearly est. Auto-Apply 60d+ ago
  • Program Portfolio Manager [Academic] | Student Support (Strategic Operations) - College of Education

    Western Governors University 4.6company rating

    Portfolio manager job in Salt Lake City, UT

    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the next step in your career. Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being a great place to work for a diverse workforce of student-focused professionals. The university has pioneered a new way to learn in the 21st century, one that has received praise from academic, industry, government, and media leaders. Whatever your role, working for WGU gives you a part to play in helping students graduate, creating a better tomorrow for themselves and their families. The salary range for this position takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At WGU, it is not typical for an individual to be hired at or near the top of the range for their position, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: Grade: Professional 308Pay Range: $73,000.00 - $109,400.00 Job Description Position Overview: As a Program Portfolio Manage, one holds a crucial product management position that profoundly impacts the school and student experience. Each Program Portfolio Manager leads a portfolio of projects connected by a shared organizational goal or area of impact. Responsibilities include crafting, implementing, and upholding strategic plans and timelines for your portfolio, advising stakeholders, monitoring product advancement, and ensuring the excellence of product plans and outcomes to maintain the highest standards of student and faculty experience. In this capacity, one is tasked with aligning products with strategic objectives, optimizing resource allocation, and driving successful execution to achieve desired outcomes. Strong leadership, strategic thinking, and effective collaboration with diverse stakeholders are paramount for success in this dynamic role. Success will be measured in terms of delivering and scaling the right products that deliver against both annual operating initiatives and strategic goals. Job Qualifications: Doctoral degree with two years of related experience, master's degree with four years of related experience, bachelor's degree with seven years of related experience, or equivalent combination of education and experience An instructional or faculty background preferred to provide the required expansive knowledge of instructional practices and the student experience Experience developing, delivering, and evaluating strategies at a post-secondary institution Proven ability to produce results to operational improvements that impact the student experience Project and/or change management knowledge/experience preferred to effectively drive change management and project management processes with confidence Smooth ability to communicate with high-level leaders and achieve successful collaboration across multiple departments, i.e. Faculty Experience and college partners Experience utilizing data analysis to demonstrate impact of large projects is quite helpful Essential Functions and Responsibilities: Manage implementation, change, and strategic projects. Act as a liaison between academic program leaders, the college, and university stakeholders for the designated portfolio of work. Participates in and contributes to regular staff, department, and meetings with college partners as appropriate. The individual represents their portfolio at meetings related to the student experience and alignment with strategic objectives. Focuses on the student's academic journey to ensure that we deliver programs that are seamless, frictionless and deliver on our student promise of degree and career success. Possess a comprehensive understanding of the student's journey allowing for collaboration, proposal of pilot studies, policy and procedure adjustments, and leading innovation implementation. Maintains a solid understanding of college and institutional goals and priorities as they relate to the student experience and the school offerings. Implements school initiatives to enhance outcomes and enrich the student's program experience and deliver against the strategic vision. Ensures integration and coordination of any new strategic initiatives and services with programs currently being offered by the college and university. Exhibit expertise in the unique needs of WGU students, particularly in engagement, retention, and satisfaction, leveraging this knowledge for strategic planning and ongoing improvement. Maintain a solid grasp of college and institutional objectives pertaining to the student experience and the school offerings. This individual is confident in reading and interpreting statistical information and data relevant to the student experience. Performs other related duties as assigned. Knowledge, Skill and Abilities: Customer or student obsession with a focus on driving successful outcomes for them. Understanding of the industry trends, job opportunities, local student needs, and educational market trends in the discipline. Credible voice of the department in external partnerships and presentation opportunities. Execution focused with the ability to dive-deep and live in the details with a fast-paced weekly execution cadence. Ability to organize and coordinate activities and results across cross-functional teams. Ability to collaborate with and lead teams, including those in a remote environment, while demonstrating excellence, integrity, and respect. Ability to work effectively in a highly matrixed organization. Ability to build relationships and influence at all levels, both internally and externally. Ability to be an agent of change in a rapidly changing environment. Proven ability to analyze data to identify trends and drive innovation. Sound judgement and decision-making skills. Strong oral and written communication skills. Demonstrated initiative, creativity, and adaptability. Deep understanding of student needs at post-secondary institutions and WGU's unique student demographic, including competency-based education. Leadership skills encompassing guidance, coaching, and training, aligned with WGU's leadership principles. Position & Application Details Full-Time Regular Positions (classified as regular and working 40 standard weekly hours): This is a full-time, regular position (classified for 40 standard weekly hours) that is eligible for bonuses; medical, dental, vision, telehealth and mental healthcare; health savings account and flexible spending account; basic and voluntary life insurance; disability coverage; accident, critical illness and hospital indemnity supplemental coverages; legal and identity theft coverage; retirement savings plan; wellbeing program; discounted WGU tuition; and flexible paid time off for rest and relaxation with no need for accrual, flexible paid sick time with no need for accrual, 11 paid holidays, and other paid leaves, including up to 12 weeks of parental leave. How to Apply: If interested, an application will need to be submitted online. Internal WGU employees will need to apply through the internal job board in Workday. Additional Information Disclaimer: The job posting highlights the most critical responsibilities and requirements of the job. It's not all-inclusive. Accommodations: Applicants with disabilities who require assistance or accommodation during the application or interview process should contact our Talent Acquisition team at ******************. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to any protected characteristic as required by law.
    $73k-109.4k yearly Auto-Apply 8d ago
  • Principal Portfolio Manager

    Vivint 4.6company rating

    Portfolio manager job in Lehi, UT

    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.
    $73k-121k yearly est. 26d ago
  • Portfolio Manager I

    Sunwest Bank 4.1company rating

    Portfolio manager job in Salt Lake City, UT

    With direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to a wide range of loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES • Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans. • Maintains an assigned/delegate loan portfolio as the primary relationship officer. • Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns. • Prepares of existing and potential borrowers. • Recognize and act on customer prospects; cross sell opportunities with existing customers. • Make proper referral of loan opportunities to lending personnel. • Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis. • Reviews loan agreement covenants for verification of the borrower's compliance thereto. • Accurately prepares financial projections as required. • Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. • Collects industry information relevant to existing and proposed borrowers using internal & external sources. • Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. • Works with clients in regards to past due payments/loan maturities. • Conducts trade and reference checks on customers/prospects. • Reviews documentation to ensure compliance with Bank policy and procedures. ADDITIONAL RESPONSIBILITIES • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management • Demonstrates high level of quality work, attendance and appearance • Adheres to all Company Policies & Procedures and Safety Regulations • Adheres to local, state and federal laws • Performs any other duties that may be assigned by warehouse manager • Understands and complies with all company rules and regulations • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. MINIMUM QUALIFICATIONS • A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. • Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. • Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. • Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs. • Intermediate working knowledge of loan documentation. • Must be able to handle a strong volume of work flow from various sources. • Ability to maintain confidentiality of all bank and client information. COMPETENCIES: • Adaptability • Communication • Decision Making • Initiative • Innovation • Motivator • Organization • Professionalism • Results Orientated IND123
    $48k-76k yearly est. Auto-Apply 60d+ ago
  • Principal Portfolio Manager

    It Works 3.7company rating

    Portfolio manager job in Lehi, UT

    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.
    $64k-114k yearly est. 20d ago
  • Part Time Assistant Portfolio Manager

    Atlas Real Estate Group

    Portfolio manager job in Salt Lake City, UT

    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
    $21.6 hourly 5d ago
  • Senior Commercial Portfolio Manager

    Fortis Bank 3.9company rating

    Portfolio manager job in Midvale, UT

    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 **********************************
    $58k-103k yearly est. Auto-Apply 60d+ ago
  • Commercial Portfolio Manager: Provo, UT

    Zions Bancorporation 4.5company rating

    Portfolio manager job in Provo, UT

    **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.
    $80k-128k yearly est. 18d ago
  • Chief Investment Officer

    Crewe Advisors

    Portfolio manager job in Salt Lake City, UT

    ABOUT THE ROLE We are seeking a Chief Investment Officer to join the Crewe Advisors team. This role will be based out of our Salt Lake City, Utah office. The Investment Team serves as one of Crewe's Centers of Excellence, providing support to the Wealth Advisory group and, in turn, the Client. The CIO has broad oversight of the investment discipline. This critical role has responsibility for setting and implementing investment strategy for the firm to ensure the investment objectives for the clients are met, while ensuring all regulatory and compliance protocols are followed. RESPONSIBILITIES: Investment Strategic Leadership & Philosophy Build platform and investment story with the client and advisor experience in mind Assemble an elite investment team Collaborate with Partners to set strategic vision for development of the investment platform of the future Empower Wealth Advisors with concise talking points/Crewe investment story/thoughts Marketing / Growth External Thought Leadership Media engagements (including television, print, and social media) Written thought leadership - papers/research/market commentary Engage in select Client/Prospect meetings, presentations, & events Present at industry and client forums Network in professional community to help recruit new professionals Investment Platform Development Provide comprehensive investment solutions and services for all Clients Identify/source differentiated investment opportunities Set strategic asset allocation and recommend proactive tactical moves Build relationships with asset managers and investors Direct creation of deliverables aligned with investment story/process Maintain a current awareness of new investment strategies and instruments through regular engagement with the product and portfolio research area, contact with other industry professionals and personal research Investment Management / Performance Introduce new investment ideas for consideration to Wealth Advisors Lead Investment Committee Direct trading Enhance portfolio performance reporting process/deliverables Direct research activities QUALIFICATIONS Advanced degree and/or related industry qualification (e.g. CFA, MBA) Expertise in investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments Advanced communication skills, including experience navigating press opportunities e.g., television, print, and social media are required Advanced understanding of the regulatory and compliance landscape Collaboration with Board of Managers and across Centers of Excellence to ensure alignment of Investment Team with firm growth goals and to improve efficiency and productivity Knowledge of investment terminology, characteristics of the various marketplaces, laws and regulations governing investments and taxation Strong leadership and organizational management skills WHO WE ARE Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients' long-term objectives by addressing all aspects of our clients' financial affairs including investment management, estate planning, tax planning, wealth transfers, business succession planning, and risk management. Your family is your most important company, and as that company's CFO, we at Crewe Advisors strive to build deep connections and family bonds with each of our clients. We help you ask the right questions, think through life and financial decisions, and ultimately achieve the best possible outcomes. We devote ourselves to these meaningful relationships, serving as a single point of contact to evaluate, align, and oversee your wealth from end to end.
    $63k-117k yearly est. 60d+ ago
  • Asset Manager

    Bridgeigp

    Portfolio manager job in Sandy, UT

    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.
    $58k-89k yearly est. Auto-Apply 18d ago
  • Land Asset Manager

    The Church of Jesus Christ of Latter-Day Saints 4.1company rating

    Portfolio manager job in Salt Lake City, UT

    At Property Reserve, our people, values, and work come together to build something greater. Property Reserve is the real estate investment arm of the reserve funds for The Church of Jesus Christ of Latter-day Saints. In the spirit of time-tested self-reliance principles, Property Reserve creates sustainable cashflow for future needs. As caretakers of sacred funds, we invest in income-generating properties and land to support the Church's mission. Our focus is on the acquisition, build-to-hold development, and portfolio level management of office, industrial, multi-family, build-to-rent, hospitality, and retail properties. Property Reserve provides a diverse range of investment experiences, interacting with a seasoned leadership team. Working in a highly collaborative environment, each Property Reserve team member has the chance to contribute meaningfully and frequently to the company culture. Headquartered in downtown Salt Lake City, we offer a locale with a unique blend of world-class outdoor recreation, a thriving culture & arts scene, and diverse housing options with convenient commutes. The Land Asset Manager is responsible for maximizing the value and performance of the organization's land portfolio. This role involves strategic oversight of land assets through proactive management, acquisition, and disposition efforts. The Land Asset Manager will drive long-term value by conducting in-depth financial and market analyses, developing and executing business strategies, and ensuring alignment with organizational objectives. A critical aspect of the role is building and maintaining strong relationships with municipalities, consultants, operating partners, brokers, and other key stakeholders. Responsibilities Market Land Management Manage existing holdings and implement asset-specific strategies to maximize long-term value and align with strategic goals. Identify and evaluate potential land acquisitions and dispositions; lead due diligence and risk assessments. Financial Analysis and Budgeting Develop and maintain financial models, valuations, and forecasts. Oversee annual budgets, business plans, and NOI performance, including reporting, capital projects, and vendor management using Yardi and related systems. Stakeholder & Partner Engagement Build and maintain relationships with municipal officials, legal counsel, consultants, and real estate professionals. Deliver clear, data-driven presentations and recommendations to senior leadership and key stakeholders. Reporting Transactions Execution Lead transaction processes from buyer identification to closing, including lease agreements, land sales, and joint ventures. Resolve operational and transactional issues efficiently and strategically. Operational Oversight & Site Management Conduct regular site visits to assess asset condition, capital needs, and progress against goals. Align property operations with overall investment strategies and monitor market conditions. Market Intelligence & Strategic Reporting Gather and analyze market data and financial insights to guide decision-making. Prepare performance reports and maintain accurate, timely documentation for all land transactions and asset activities. Compliance, Risk Management & Innovation Ensure regulatory compliance across zoning, environmental, and legal standards. Maintain complete asset records, contribute to process improvements, and support broader team initiatives and organizational goals. Qualifications Member of the Church of Jesus Christ of Latter-day Saints and currently temple-worthy. Bachelor's degree in Real Estate, Business, Finance, Economics, or related field; MRED or MBA preferred. Minimum of 5 years of experience in land asset management, real estate investment, acquisition, or development. Proficiency in financial modeling, forecasting, and valuation, with advanced Excel skills. Skilled in Microsoft Office and industry-standard platforms (e.g., Yardi) In-depth knowledge of land use planning, zoning regulations, entitlement processes, environmental compliance and regulatory frameworks. Deep understanding of real estate market dynamics and value drivers across different geographies. Strong financial and strategic analysis skills with a focus on maximizing asset performance. Sound judgment with the ability to make data-informed decisions and manage risk. Excellent written and verbal communication skills; capable of preparing and delivering effective presentations to diverse audiences. Strong interpersonal skills with a proven ability to build and maintain relationships with internal teams and external partners. Skilled in managing multiple priorities, transactions, and capital initiatives simultaneously. Proactive and team-oriented approach to work, fostering strong relationships and process improvements. Willingness to travel up to 25% for site visits, meetings, and stakeholder engagement. (PR/IP)
    $56k-80k yearly est. Auto-Apply 60d+ ago
  • Technical Asset Manager

    Rplus Energies

    Portfolio manager job in Salt Lake City, UT

    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.
    $58k-89k yearly est. 60d+ ago
  • Media Asset Manager

    Angel 4.5company rating

    Portfolio manager job in Provo, UT

    Who We Are Angel is the home of stories that amplify light. Through its platform, thousands of “Angel” investors choose which titles will be created, funded, and distributed. Angel allows creators and audiences to form passionate communities around their creative projects, making the story behind the story as important as the final project itself. Some of the studio's key projects-- The Sound of Freedom and Dry Bar Comedy --have earned billions of views around the world. Learn more at Angel.com We're looking for passionate team members who want to build world-class products that will reshape media over the coming decades. Learn more about:Our North StarCompany StrategyTeam PrinciplesJoin us and be part of stories that amplify light. Summary/objective: We are seeking a skilled and detail-oriented Media Asset Manager to join our dynamic team. The successful candidate will play a crucial role in organizing, cataloging, and optimizing our digital content through effective tagging and metadata management. This individual will be responsible for maintaining our Digital Asset Management system (DAM), training team members on file structures, and collaborating with various internal teams to ensure seamless integration of content into the DAM.Expectations at Angel Studios: Amplify light in every action. As the owner of your outcomes, you are empowered to break down silos and coordinate with any and all people you need in order to reach your goals. You are ultimately responsible for achieving the outcomes while also using resources wisely - whether that be money, people, or time. Know your customer - it might be our viewers, investors, creators, or internal Angel Teams. Ensure you understand your customer and are providing what THEY need and not just what you want to build. Give consistent and timely candid feedback with compassion - your team members need to know where they stand at all times. If you find yourself doubting a team member, address it swiftly with actionable feedback. Essential functions Tagging and Metadata Management: Implement efficient tagging and metadata strategies to enhance the organization and discoverability of digital content. Ensure accurate and consistent application of metadata to facilitate easy retrieval and usage of media assets. Stay abreast of industry best practices for metadata standards and implement improvements as needed. Uploading and transferring assets to the Media Asset Management(MAM) system. Verify all assets received are cataloged in the MAM in a timely manner. DAM System Maintenance: Conduct regular audits to ensure data integrity and compliance with established protocols. Asset Request Fulfillment: Find and deliver assets as requested by internal and external customers in a timely manner Ensure delivery of all appropriate assets: Inventory and ensure basic quality control of all required assets for each title/content delivered to Angel Studios Proficiency in speaking, reading and writing in the English language required. Additional language proficiency is a plus. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Competencies Experience managing asset libraries within the marketing and advertising space. Previous experience with metadata input, organizing a large amount of files, hi-res file transmissions(FTP, servers, etc.), file naming conventions and database reporting. Deep knowledge of video, audio, and image encoding formats and industry best practices. Understanding of video editing (DaVinci Resolve and/or Premiere) is a plus. Problem-solving skills and good followthrough are essential. Capable of managing workload and prioritizing tasks in a fast-paced corporate environment. An exceptional listener with excellent written and verbal communication skills. Proficiency with Microsoft Office and Google Workspace. Detail-oriented perspective and able to pick up on overlooked details. Organization and time management. Able to maintain confidentiality of information. Must be able to manage multiple assignments, set priorities, and adapt to changing conditions. Resourceful and able to problem-solve and manage tasks with ambiguity. Can take feedback to tasks and assignments positively and create better solutions. A quick study, able to pick up new skills and learn how to use new programs. Must participate in setting and achieving regularly scheduled and outlined objectives. Ability to take individual ownership, execute with high energy, share context, insist on candor with positive intent. Required education and experience Bachelor's Degree in a relevant field or equivalent. 2 years of relevant experience. Preferred education and experience 4+ years experience. $64,000 - $70,000 a year Commensurate with experience and scope of responsibility. Other duties: Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice. Perks at Angel: - Competitive compensation- 100% company-paid medical, dental, and vision premiums for employees and dependents - Short, and Long Term Disability Insurance and Basic Life Insurance paid for employee, with option of additional AD&D insurance- Generous Paid Time Off- Health Spending Account (HSA) - 401(k) investment opportunity with employer match- Paid parental leave- Identity Theft Insurance- Pet Insurance Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice. Angel is an Equal Opportunity Employer: At Angel, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates.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.
    $64k-70k yearly Auto-Apply 18d ago
  • CRE Portfolio Manager

    Sunwest Bank 4.1company rating

    Portfolio manager job in Sandy, UT

    SUMMARY With direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to a wide variety of commercial real estate loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans. Maintains an assigned/delegate loan portfolio as the primary relationship officer. Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns. Prepares of existing and potential borrowers. Recognize and act on customer prospects; cross sell opportunities with existing customers. Make proper referral of loan opportunities to lending personnel. Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis. Reviews loan agreement covenants for verification of the borrower's compliance thereto. Accurately prepares financial projections as required. Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. Collects industry information relevant to existing and proposed borrowers using internal & external sources. Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. Works with clients in regards to past due payments/loan maturities. Conducts trade and reference checks on customers/prospects. Reviews documentation to ensure compliance with Bank policy and procedures. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs. Intermediate working knowledge of loan documentation. Must be able to handle a strong volume of work flow from various sources. Ability to maintain confidentiality of all bank and client information. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. Standing, walking and squatting less than fifty percent of the work shift Required to lift, move and carry up to 40 pounds Ability to read, count and write to accurately complete all documentation and reports Must be able to see, hear and speak in order to communicate with employees and other customers Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.) X-Sedentary: Limited activity, no lifting, limited walking Moderate: Mostly standing, walking, bending, frequent lifting Moderate: Mostly standing, walking, bending, frequent lifting Light: Office work, some lifting, bending, stooping or kneeling, walking Arduous: Heavy lifting, bending, crawling, climbing Arduous: Heavy lifting, bending, crawling, climbing WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment. The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position Note: The preceding has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
    $48k-76k yearly est. 60d+ ago
  • Part Time Assistant Portfolio Manager

    Atlas Real Estate

    Portfolio manager job in Salt Lake City, UT

    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
    $21.6 hourly 8d ago
  • Senior Commercial Portfolio Manager

    Fortis Bank 3.9company rating

    Portfolio manager job in Midvale, UT

    Job Description 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 **********************************
    $58k-103k yearly est. 24d ago
  • SBA Portfolio Manager - ZiFi, Midvale

    Zions Bancorporation 4.5company rating

    Portfolio manager job in Midvale, UT

    Are you passionate about supporting small businesses, working with great people, and ensuring portfolio excellence? We're looking for an experienced **SBA Portfolio Manager** to join our ZiFi lending team. ZiFi is a modern digital bank redefining business banking. Zions Bancorporation is on a mission to build the bank of the future, redefining what it means to work for a financial institution. We operate in a dynamic, information-driven environment, and we value diverse experiences, perspectives, and expertise to meet the evolving demands of our technology-savvy customers. We are seeking a **Portfolio Manager** to join Zions Bancorporation. As a Portfolio Manager supporting ZiFI, you will play a pivotal role in managing and servicing a portfolio of existing loan relationships, ensuring high levels of customer satisfaction and optimal portfolio performance. You will be responsible for analyzing financial statements, monitoring collateral requirements, structuring and pricing loans, and supporting credit analysis and underwriting. This role requires strong analytical skills, attention to detail, and the ability to communicate complex financial information effectively. You will collaborate with bankers and cross-functional teams to deliver tailored solutions and contribute to the overall growth and success of the organization. **What you will do:** + Manage and monitor SBA 7(a) small loan portfolios. + Ensure compliance with the SBA's SOP and internal policies. + Process new loans, loan modifications, and guaranty fee calculations. + Utilize ETRAN for SBSS, servicing updates, and reporting. + Collaborate with borrowers, and internal teams to maintain portfolio health. + File UCCs, manage insurance requirements, request title and environmental reports. **Key Responsibilities:** + Manage and service a portfolio of existing loan relationships, ensuring customer satisfaction and portfolio profitability. + Expand and build relationships with clients, addressing their financial needs and providing exceptional service. + Spread and analyze financial statements, address industry risks, and monitor collateral requirements. + Structure loans, perform credit analysis and underwriting, and monitor credit performance. + Handle reporting on loans, including past dues, documentation and collateral exceptions, financial performance updates, and auto risk grades. + Stay informed of financial and market trends, analyzing their impact on the portfolio. + Ensure compliance with banking policies, procedures, and regulations. + Participate in special projects and other duties as assigned. + Collaborate with internal teams to ensure alignment with organizational goals. **What We're Looking For:** + 2 to 4 years of SBA lending experience, specifically SBA 7(a) small loans. + Closing loans with collateral including loans with real estate + Strong knowledge of SBA SOPs, guaranty fees, and servicing requirements. + Hands-on experience with ETRAN and SBA reporting. + Excellent analytical and communication skills. **Qualifications** + 2+ years of experience in banking, relationship management, lending, underwriting, credit, or other directly related experience (required). + Bachelor's degree in Finance, Business, or a related field (required). + Knowledge of SBA loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, and loan documentation. + Solid understanding of SBA small loans, services, policies, procedures, and regulations. + Strong credit skills in underwriting, financial modeling, valuations, and adherence to policy. + Excellent customer service, relationship management, organizational, analytical, and creative problem-solving skills required. + Ability to meet deadlines and manage multiple priorities. + Must have solid communications skills, both verbal and written. + Knowledge of various software applications including word processing and spreadsheets. An equivalent combination of education and experience may meet qualifications. **Apply today and help us empower small businesses to thrive!** **Visa Sponsorship** This Portfolio Manager position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. **Work Location:** This position is fully in office (5 days a week) at the Zions Technology Center - 7860 South Bingham Junction Blvd, Midvale, UT 84047 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 is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions 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. **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 + 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 + Employee Ambassador preferred banking products + Employees may, at the company's discretion, be eligible to receive a cash bonus award **Req ID:** 069060 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.
    $81k-129k yearly est. 6d ago
  • Land Asset Manager

    The Church of Jesus Christ Latter-Day Saints 4.1company rating

    Portfolio manager job in Salt Lake City, UT

    At Property Reserve, our people, values, and work come together to build something greater. Property Reserve is the real estate investment arm of the reserve funds for The Church of Jesus Christ of Latter-day Saints. In the spirit of time-tested self-reliance principles, Property Reserve creates sustainable cashflow for future needs. As caretakers of sacred funds, we invest in income-generating properties and land to support the Church's mission. Our focus is on the acquisition, build-to-hold development, and portfolio level management of office, industrial, multi-family, build-to-rent, hospitality, and retail properties. Property Reserve provides a diverse range of investment experiences, interacting with a seasoned leadership team. Working in a highly collaborative environment, each Property Reserve team member has the chance to contribute meaningfully and frequently to the company culture. Headquartered in downtown Salt Lake City, we offer a locale with a unique blend of world-class outdoor recreation, a thriving culture & arts scene, and diverse housing options with convenient commutes. The Land Asset Manager is responsible for maximizing the value and performance of the organization's land portfolio. This role involves strategic oversight of land assets through proactive management, acquisition, and disposition efforts. The Land Asset Manager will drive long-term value by conducting in-depth financial and market analyses, developing and executing business strategies, and ensuring alignment with organizational objectives. A critical aspect of the role is building and maintaining strong relationships with municipalities, consultants, operating partners, brokers, and other key stakeholders. Market Land Management Manage existing holdings and implement asset-specific strategies to maximize long-term value and align with strategic goals. Identify and evaluate potential land acquisitions and dispositions; lead due diligence and risk assessments. Financial Analysis and Budgeting Develop and maintain financial models, valuations, and forecasts. Oversee annual budgets, business plans, and NOI performance, including reporting, capital projects, and vendor management using Yardi and related systems. Stakeholder & Partner Engagement Build and maintain relationships with municipal officials, legal counsel, consultants, and real estate professionals. Deliver clear, data-driven presentations and recommendations to senior leadership and key stakeholders. Reporting Transactions Execution Lead transaction processes from buyer identification to closing, including lease agreements, land sales, and joint ventures. Resolve operational and transactional issues efficiently and strategically. Operational Oversight & Site Management Conduct regular site visits to assess asset condition, capital needs, and progress against goals. Align property operations with overall investment strategies and monitor market conditions. Market Intelligence & Strategic Reporting Gather and analyze market data and financial insights to guide decision-making. Prepare performance reports and maintain accurate, timely documentation for all land transactions and asset activities. Compliance, Risk Management & Innovation Ensure regulatory compliance across zoning, environmental, and legal standards. Maintain complete asset records, contribute to process improvements, and support broader team initiatives and organizational goals. * Member of the Church of Jesus Christ of Latter-day Saints and currently temple-worthy. * Bachelor's degree in Real Estate, Business, Finance, Economics, or related field; MRED or MBA preferred. * Minimum of 5 years of experience in land asset management, real estate investment, acquisition, or development. * Proficiency in financial modeling, forecasting, and valuation, with advanced Excel skills. * Skilled in Microsoft Office and industry-standard platforms (e.g., Yardi) * In-depth knowledge of land use planning, zoning regulations, entitlement processes, environmental compliance and regulatory frameworks. * Deep understanding of real estate market dynamics and value drivers across different geographies. * Strong financial and strategic analysis skills with a focus on maximizing asset performance. * Sound judgment with the ability to make data-informed decisions and manage risk. * Excellent written and verbal communication skills; capable of preparing and delivering effective presentations to diverse audiences. * Strong interpersonal skills with a proven ability to build and maintain relationships with internal teams and external partners. * Skilled in managing multiple priorities, transactions, and capital initiatives simultaneously. * Proactive and team-oriented approach to work, fostering strong relationships and process improvements. * Willingness to travel up to 25% for site visits, meetings, and stakeholder engagement. (PR/IP)
    $56k-80k yearly est. Auto-Apply 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Sandy, UT?

The average portfolio manager in Sandy, UT earns between $45,000 and $150,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Sandy, UT

$82,000

What are the biggest employers of Portfolio Managers in Sandy, UT?

The biggest employers of Portfolio Managers in Sandy, UT are:
  1. Zions Bank
  2. Umpqua Bank
  3. Sunwest Bank
  4. Columbia Bank
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