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Portfolio manager jobs in Santee, CA - 239 jobs

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  • Portfolio Manager

    Raintree Property Management

    Portfolio manager job in Carlsbad, CA

    Are you a licensed Realtor in North County San Diego who's tired of the income rollercoaster? We've built a model that helps Realtors earn stable, recurring income while continuing to sell homes. As a Portfolio Manager with Raintree Property Management, you'll partner with a growing local property management company to build a reliable income stream through managed rental properties all while keeping your independence as an agent. You'll earn a base monthly income plus commission from the properties you bring into management, and when one of those owners decides to sell, you'll keep a favorable commission split on the transaction. What You'll Do Build relationships with local property owners and investors. Introduce them to Raintree's management program and show how it protects and grows their investment. Maintain relationships with your managed portfolio for consistent recurring revenue. Continue representing clients on sales and purchases as opportunities arise. Who You Are Licensed California Realtor (required) Self-motivated and relationship-driven Strong communicator who enjoys connecting with people Based in or near North County San Diego (Carlsbad, Encinitas, Oceanside, Vista, San Marcos) Compensation & Benefits Independent contractor position with monthly recurring income + commissions Top performers typically earn $80,000-$120,000+ annually Full training and systems provided Flexible schedule and autonomy you control your income growth
    $80k-120k yearly 2d ago
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  • Payments Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in San Diego, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ****************** In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: Payment Innovation (e.g., digital payments, wallets, etc.) Card Issuing Retail Bank Payments Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. Conduct operating model assessments (people, process, org) and client needs assessments. Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. Serve as a business architect during client engagements. Participate in the development of best-in-class, reusable assets. Participate in business development to originate new client opportunities. Must be willing to travel up to 80% (Monday - Thursday) Qualification Here's What You Need: * 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery * 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models Successful track record of performing operating model design, business process design, and system functional design. Experience with vendor platforms enabling seamless delivery of payments products is preferred. Ability to develop and manage relationships with client management. Payments industry expertise in alternative/emerging payments Understanding of end-to-end payments lifecycle Business Architecture - Applied in solution planning, and requirements definition and analysis Baseline understanding of the principles of technology Requirements Analysis Functional Design Professional Skills Required: Proven ability to work independently and as a team member Proven ability to work creatively and analytically in a problem-solving environment Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations
    $100.5k-270.3k yearly 6d ago
  • Tax Senior Manager - High Net Worth

    Colorado Railroad Museum

    Portfolio manager job in Solana Beach, CA

    Work Arrangement: In‑office or Hybrid Typical Day in the Life As a Tax Senior Manager in our high‑net‑worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following: Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non‑profit tax returns by required deadlines. Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied. Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes. Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Interpreting and reviewing various legal documents in relation to estate and business succession planning. Performing technical research on individual, trust and estate planning and compliance matters for clients. Advising and coaching team members and providing consistent recognition and encouragement to team members. Managing client relationships by proactively seeking solutions that add value to the client experience. Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions. Who You Are You have a Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification. You have 7+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns. You have a well‑rounded knowledge of tax accounting principles and IRS regulations. You have expertise in individual income tax and estate tax planning. You may have experience with flow‑through entities and private foundations. You enjoy keeping up‑to‑date on the ever‑changing tax industry's regulations and policies. You are an excellent communicator - your verbal and written communication skills are outstanding. You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $157,000‑$197,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources- a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #J-18808-Ljbffr
    $157k-197k yearly 3d ago
  • Tax/Senior Manager

    Solid Rock Recruiting LLC

    Portfolio manager job in San Diego, CA

    Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We're partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm's continued strategic growth. This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement-all while working with high-quality clients in a supportive environment. Key Responsibilities Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency Review complex returns and research technical tax issues to ensure compliance with federal and state regulations Build and maintain strong client relationships, serving as a trusted tax advisor Mentor, train, and develop staff members Stay current with evolving tax laws and advise clients proactively Support business development initiatives, including new client opportunities and firm growth efforts Qualifications Active CPA license required Bachelor's degree in Accounting or related field 4+ years of public accounting experience focused on tax Strong technical knowledge of federal and state tax regulations Excellent analytical, communication, and client service skills Ability to work independently and collaboratively in a hybrid or remote environment Why Join This Firm? ✅ Hybrid work environment with flexible scheduling ✅ Competitive compensation including base salary + performance bonuses ✅ Comprehensive benefits: health, dental, 401(k) match, and profit sharing ✅ Generous PTO and paid holidays ✅ A leadership team that invests in professional development and long-term career growth If you're a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence - we'd love to connect. 📩 Apply by sending your resume to Steve@solidrockrecruiting.com 📞 Direct: 605-273-2108 #J-18808-Ljbffr
    $74k-107k yearly est. 4d ago
  • Senior Tax Manager

    The Agency Recruiting

    Portfolio manager job in San Diego, CA

    We are seeking a dynamic and motivated Senior Tax Manager to manage tax engagements, deliver high quality tax services to our clients and help develop other members of the firm. The position offers excellent opportunities for leadership and career advancement. Job description Review complex federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate knowledge of client industries Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities Provide technical training Participate in staff mentorship program to manage performance and development of staff members Manage multiple clients, budgets and productivity goals Embrace the growth of the practice by implementing thoughtful leadership proposals, and collaborating with other professionals to identify new market opportunities Qualified candidates will possess the following CPA certification Master's Degree in Taxation a plus Minimum of 10 years recent experience in public accounting with a national, large regional or technically proficient local firm 3 or more years of supervisory experience Well versed in advanced corporate, partnership, and individual returns Proficient accounting and analytical skills Proficient computer skills: experience with ProSystem Tax a plus Excellent interpersonal, oral, and written communication skills Detail oriented and able to manage multiple projects efficiently Strong project and people management skills with enthusiasm for developing engagements Our benefits include Competitive salary Health, dental, life, long-term disability insurance 401(k) plan New business and employee referral bonuses Professional dues Continuing education Free parking Annual base pay: $150,000 - $250,000 plus bonus up to 25% #J-18808-Ljbffr
    $74k-107k yearly est. 4d ago
  • Tech & Emerging Growth Tax Manager

    Withum

    Portfolio manager job in San Diego, CA

    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Manager based out of our New York City, San Francisco, Los Angeles, San Ramon, Orange County or San Diego CA offices, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How you'll spend your time: Reviewingindividual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy Researchingand draftingmemorandum involving complex tax matters Identifyingand implementingtax planning opportunities Handlingand resolvingtax controversies Overseeingcomplete tax research projects for a variety of clients and diverse industries Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly Servingin professional development programs as an instructor or discussion leader Thekinds ofpeoplewewant totalk tohavemany ofthefollowing: Bachelor's degree in accounting and CPA license, JD or aMastersof Science in Taxation At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff Excellent analytical and technical tax skills Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management Excellent analytical, organizational, project management skills, and strong attention to detail The compensation for this position will vary by location. If you reside in California, New Jersey or New York City, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at******************************** California salary ranges from $135,000 to $200,000 New Jersey salary ranges from $100,000 to $170,000 New York salary ranges from $105,000 to $160,000 #LI-MM1 #Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
    $135k-200k yearly 5d ago
  • Facilities Portfolio Manager

    General Atomics 4.7company rating

    Portfolio manager job in San Diego, CA

    General Atomics (GA), and its affiliated companies, is one of the world's leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely piloted aircraft, airborne sensors, and advanced electric, electronic, wireless and laser technologies. The Facilities Portfolio Manager (FPM) serves as the critical link between the facilities organization and our customers located throughout Southern California. With a portfolio of up to two million square feet, the FPM will take ownership of all activities within and related to the facilities and grounds they are assigned. The FPM will take accountability for the overall safety, appearance, and comfort of their buildings by coordinating the efforts with their customers and the Facilities Operations & Services organization. They will work amongst their customers by embedding in their facilities to have a true appreciation for and keen eye on what their customers experience. The FPM will know their customers' strategic plan and deliver on their commitment to facilitate the maintenance, improvements, and critical infrastructure upgrades necessary for their customers' operational success. DUTIES & REPSONIBILITIES: * Conducts safety site walks and takes appropriate actions to mitigate or eliminate unsafe conditions by partnering with Environmental Safety & Health, facilities, and customers. * Communicates information regarding safety, closures/shutdowns, construction activities and other factors which may impact their business operations to all building occupants and coordinates facility teams to mitigate disruption. * Performs Quality Control audits to ensure that their portfolio remains in a satisfactory condition. * Submits, monitors, reviews, and closes all "Facility Service Requests" for their portfolio and verifies that corrective actions and services are complete and meet their customers' requirements. * Collaborates with peers, business partners, management, and executive leadership to maintain effective workflows and positive business relationships. * Utilizes organizational skills to maintain a thorough and up to date understanding of all facets of their portfolio and could quickly resolve complex technical issues or politically sensitive business needs. * Provides timely and superior verbal and written communication with customers and groups at each level in the organization and create effective reports and presentations. * Actively plans, coordinates, and executes multiple customers' needs in multiple buildings simultaneously through the utilization of programs such as Integrated Workplace Management Solution, service request management systems, MS Office toolsets and SAP. * Responsible for observing all laws, regulations, and other applicable obligations wherever and whenever business is conducted on behalf of the company. * Expected to work in a safe manner in accordance with established operating procedures and practices. * Responsible to oversee and manage Facilities related projects/initiatives to ensure safe, cost effective, quality implementation. We recognize and appreciate the value and contributions of individuals with diverse backgrounds and experiences and welcome all qualified individuals to apply. Job Category Facilities Travel Percentage Required 0% - 25% Full-Time/Part-Time Full-Time Salary State California Pay Range Low 90,930 City San Diego Clearance Required? No Pay Range High 162,788 Recruitment Posting Title Facilities Portfolio Manager Job Qualifications * Typically requires a Bachelors in Business Administration or related discipline and nine or more years of progressively complex experience in the project administration field with at least five of those years in project management. May substitute equivalent experience in lieu of education. * Must have a thorough understanding of project management processes and procedures, planning and scheduling methods, and budget management. * The ability to initiate, plan and manage projects; the ability to identify issues, analyze and interpret data and develop solutions to a wide range of complex issues. * Strong communication, computer, documentation, presentation, and interpersonal skills; and, the ability to work independently and as part of a team. * Must be able to work extended hours and travel as required. * PMP or CCM desirable. US Citizenship Required? Yes Experience Level Senior (8+ years) Relocation Assistance Provided? No Workstyle Onsite
    $102k-138k yearly est. 20d ago
  • Senior Portfolio Strategy PM

    Apple Inc. 4.8company rating

    Portfolio manager job in San Diego, CA

    The Software Engineering (SWE) Operations u0026 Planning team is looking for a Senior Portfolio Strategy Program Manager to join our Space and Lab Planning team. Responsible for driving long-term real estate planning for Software Engineering globally by developing and maintaining headcount projections by market. This presents an excellent opportunity for an independent and self-motivated individual to demonstrate their business acumen, critical thinking, collaboration and relationship-building skills, and execution prowess to make meaningful impact. You will be a key point of contact with Apple's central Space Planning function, advocating for Software Engineering's needs across work spaces, labs, and amenity space requests. You will tasked with creating long-term occupancy planning strategies and leverage analytics to support executive-level reporting and strategic real estate portfolio decisions. You will work cross functionally with Places, senior leadership, and engineering leads to deliver world class customer support to our teams. You will also be tasked with providing actionable data visualizations and insights to our internal customers by partnering with the Tools u0026 Insights team to develop dashboards and reports to help drive decisions for space forecasting, allocation and planning. The ideal candidate will be a highly motivated and proactive problem solver who can think strategically and and have a customer focused mindset. We are looking for someone who possesses a high level of integrity, creativity, initiative, accountability, communication and interpersonal skills, with a commitment to teamwork and excellence. You are comfortable with ambiguity in a fast paced environment. Primary responsibilities include: - Develop and implement work space strategies aligned to staffing trends and objectives of the organization - Develop scenario modeling to analyze the impact of headcount changes on markets and recommend updated plans and rebalance as needed - Evaluate space utilization and develop strategies to optimize portfolio; articulate occupancy risks and propose mitigation strategies - Drive data management strategy and lead development of space planning reporting tools and develop data visualizations that will help to quickly and thoroughly answer commonly asked questions about space and space allocation - Partner with key business and cross-functional stakeholders to define and execute plans for securing and allocating space to enable world-class work environments. - Support business units in the development of more precise future headcount and speciality space needs - Identify, document, and drive policy and process improvement initiatives to create efficiencies and improve transparency. - Consolidate and validate data from multiple sources to drive intelligent decision making. Well-organized, self-starter that is able to balance multiple projects with minimal supervision in a dynamic environment. Ability to discern and manage business requirements and projects that have competing priorities. Strong leadership and relationship building skills; proven ability to partner and drive results with cross-functional teams. Excellent communication skills and an aptitude for blending qualitative and quantitative data into executive level presentations and messaging. Ability to understand business processes and work with large data sets to derive key insights to create space forecast models; Experience developing and working with Tableau dashboards, ability to create clear and concise visualizations Proficiency with Excel, Numbers, and Keynote, in addition to a suite of enterprise tools including Tableau and Tririga application suite. 5 to 10 years of relevant work experience Bachelors Degree
    $164k-228k yearly est. 60d+ ago
  • Global Portfolio Manager - Fin Fish

    Center for Aquaculture Technologies

    Portfolio manager job in San Diego, CA

    The Center for Aquaculture Technologies Mission Statement: “To deliver customized solutions that create value and promote sustainability for our clients.” The Global Portfolio Manager, Fin Fish, is a key contributor to CAT's commercial growth strategy and plays a pivotal role in advancing CAT's global portfolio of genetic, genomic, and precision-breeding solutions. This position serves as a technical, strategic, and relationship-driven liaison between clients, sales, laboratory operations, R&D, and the broader commercial organization. The Portfolio Manager is responsible for developing compelling proposals, driving service profitability, understanding aquaculture production environments (with emphasis on salmon and/or tilapia), and cultivating long-term client and Key Opinion Leader (KOL) relationships. This role requires strong analytical capabilities, value-based communication skills, deep market insight, and the ability to translate complex scientific concepts into clear commercial strategies. This position embodies CAT's Next Generation Breeding™ values by promoting responsible biotechnology adoption, supporting client decision-making, and reinforcing CAT's global reputation as a leader in sustainable aquaculture innovation. KEY RESPONSIBLITIES Portfolio & Commercial Strategy Act as the technical lead for the assigned portfolio of finfish products and services, providing clients and internal teams with subject-matter expertise. Develop technical proposals and project scopes following handoff from the Sales Development Managers. Assess service profitability, address customer questions/objections, and ensure solutions are effectively positioned for commercial success. Analyze market trends, global financial indicators, and competitive landscapes to guide portfolio strategy and client recommendations. Support creation of investment-aligned approaches to product development and market penetration. Client & Stakeholder Engagement Develop and maintain trusted relationships with key clients, KOLs, and strategic partners, providing frequent updates and insights. Deliver high-quality presentations, webinars, and public-forum discussions illustrating CAT's portfolio value and Next Generation Breeding™ framework. Support global conferences as a presenter, panelist, or attendee, representing CAT with professionalism and scientific credibility. Collaborate with marketing to develop targeted promotional materials, case studies, and thought-leadership content. Product & Project Management Partner with R&D, Lab Operations, and cross-functional teams to refine products, manage product lifecycles, and support new product introduction (NPI). Develop product roadmaps informed by market analytics, forecasting needs, and regulatory considerations. Evaluate portfolio performance, adjusting strategies to ensure strong product alignment with CAT's global breeding and gene-editing service offerings. Ensure product compliance with relevant international regulations and internal quality standards. Organizational Leadership & Professional Conduct Model CAT's Core Values through integrity, professionalism, and respectful communication. Demonstrate emotional intelligence, sound judgment, and a solutions-oriented mindset in all business relationships. Promote collaboration across R&D, Sales, Operations, and Leadership to ensure alignment on client delivery, strategic goals, and continuous improvement. Foster a culture of transparency, inclusion, and accountability consistent with U.S. (including California) and international labor standards. ESSENTIAL SKILLS Technical & Commercial Competencies Demonstrated ability to interpret aquaculture market dynamics, production systems, and species-specific considerations (e.g., salmon, tilapia) to guide portfolio decisions. Ability to synthesize scientific, operational, and commercial information to support proposal development, service profitability, and client recommendations. Proficiency in presenting complex technical and genetic concepts to diverse audiences, including clients, KOLs, and internal stakeholders. Capability to develop value-based solution strategies that align CAT's offerings with client objectives and commercial outcomes. Skill in conducting competitive analysis, market research, and forecasting to inform product roadmaps and global market positioning. Portfolio & Product Management Competencies Ability to plan, organize, and manage portfolio activities across multiple products, services, and geographic markets. Competence in coordinating cross-functional project teams (Sales, R&D, Lab Operations) to ensure delivery of scope, timelines, and performance metrics. Ability to apply structured methodologies to assess product performance, refine strategy, and support new product introduction (NPI). Client Engagement & Communication Competencies Ability to maintain and strengthen client relationships through structured updates, data-driven insights, and consistent follow-through. Proficiency in preparing formal documentation, including proposals, presentations, progress reports, and technical summaries. Skill in conducting structured discovery meetings, solution discussions, and portfolio briefings with clients and internal teams. Capacity to represent CAT at global conferences, technical panels, and external meetings in alignment with Company messaging and regulatory standards. Decision-Making & Analytical Competencies Ability to evaluate complex technical and commercial information to make sound recommendations consistent with Company strategy. Skill in assessing risks, opportunities, and scenario outcomes using quantitative and qualitative data sets. Proficiency in applying structured problem-solving techniques to resolve issues and support continuous improvement. Operational & Organizational Competencies Ability to follow internal SOPs, safety protocols, quality systems, and governance standards. Skill in maintaining accurate records, documentation, and reporting consistent with regulatory and internal requirements. Ability to adjust workflows in response to changing client, product, or market conditions. Ability to work effectively across time zones, geographies, and multicultural environments within defined communication protocols. CORE POSITION REQUIREMENTS Confidentiality & Data Protection Safeguard all client, employee, scientific, and proprietary information under GDPR, CCPA, and international data-privacy laws. Ensure secure handling of sensitive laboratory information, genetic data, breeding data, and client materials. Maintain discretion and uphold CAT's confidentiality expectations when representing the Company publicly or during international travel. Business Travel & International Conduct 1. Travel domestically and internationally (25-50% or more), often for multi-day periods at client sites, hatcheries, labs, conferences, and partner facilities. 2. Comply with all laws, business customs, and CAT travel policies, including ethical conduct rules, accurate expense reporting, and anti-bribery standards (FCPA, UK Bribery Act). 3. Exercise professional judgment and cultural sensitivity in all international engagements. 4. Immediately report any safety, security, or ethical incidents encountered during travel. Communication & Documentation Communicate with clarity, discretion, and strategic intent across all levels of the organization. Represent the Company professionally in written, verbal, and public communications. Produce executive documentation and correspondence that is precise, well-reasoned, and error-free. Foster transparent, timely communication that supports informed decision-making. Finding Solutions Approach challenges with a solutions-oriented, enterprise-wide perspective. Seek clarity through active listening and informed questioning. Use sound judgment, data, and cross-functional insight to find resolutions. QUALIFICATIONS • Minimum of 5-15 years of progressive experience in portfolio management, market management, or industry-focused leadership roles. • Demonstrated knowledge of, or active professional experience within, the aquaculture industry, or a strong scientific background in animal sciences, biology, molecular biology, or a closely related discipline; Master's or Ph.D. strongly preferred. • Fluency in English (as a first or second language) is required; proficiency in additional languages is considered a strong asset.
    $86k-165k yearly est. 15d ago
  • Technical Portfolio Manager

    The Ascendancy Group

    Portfolio manager job in Coronado, CA

    Headquarters Ops and Intel Support, Intelligence, Surveillance, and Reconnaissance Technical Portfolio Manager The Ascendancy Group's Mission To be the unequaled provider of special operations forces (SOF) and Intelligence Community focused technical, service, and training-based solutions. Overview As a TAG ISR Technical Portfolio Manager, you will provide support to Headquarters Operations Intelligence Support, and the Mission Support Center as the primary focal point for intelligence software and hardware testing and validation requirements. Security Requirement: Top Secret/SCI Clearance required. Roles and Responsibilities: Assist the Intelligence Officer by managing existing and input new equipment into TICC inventories and databases within the Accountable Property System of Record. Currently, the Defense Property Accountability System (DPAS) or others as defined. Support and provide guidance/recommendations to command personnel/leadership for NSW Program of Record Intelligence products. Provide input on equipment and software comparisons and reviews. Prepare/issue/maintain NSWG10 N2 deployment equipment. Facilitate/coordinate equipment for intelligence software courses of instruction. Execute duties IAW COMNAVSPECWARGRUTENINST 5200.45. Position Requirements: Must be able to meet DoD Directive 8570.01 Certification Requirements. “DoD 8570 requires two certifications for compliance, an approved IA certification based on your assigned IAT level, and a Computing Environment (CE) certification based on the equipment and software you work with for your primary duties.” Positions will require travel within CONUS in support of NSW exercised, certification course, technical seminars, and site visit/working groups with IC, SOF components partners, and others as defined by leadership. Travel should accommodate up to once quarterly, 7-14 days each as required. These positions may require support in field conditions. Duties will require personnel to be in good physical condition, and at times, the ability to lift equipment weighing as much as 40 lbs. The Ascendancy Group (TAG) was founded on and thrives based on relationships, reputation, and trust. We are passionate about everything we do. One hundred percent of our government-focused teammates are former members of the Department of Defense or the Intelligence Community who still believe in supporting our nation. We offer like-minded individuals the opportunity to continue working in small teams on unique and challenging problem sets that further our nation's security. If you possess the experience, qualifications and drive required for this position, please APPLY NOW for consideration!
    $86k-165k yearly est. 60d+ ago
  • Regional Portfolio Mgr

    Conam Careers

    Portfolio manager job in San Diego, CA

    Regional Portfolio Manager- Regional Portfolio Manager - San Diego, CA WHO WE ARE: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of 1500+ energetic associates... and we're growing! We recognize the value of our office staff; we are always looking for Regional Portfolio Managers! If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! WHAT WE ARE LOOKING FOR: We are currently looking for a strategic full-time, salaried Regional Portfolio Manager to support the San Diego, CA regional office with experience in Affordable multi-family properties. This position is Full-Time | Salary | Full Benefits and bonus eligible. Pay Range: $95,000 - $105,000/Yr To be successful in this role you must meet the following requirements: 5+ years as a regional manager in residential multi-family property management. CPM designation is a plus but not required. (State) Real Estate License preferred. Must be willing to obtain a license in 90 days of employment. Experience with Affordable properties, Tax credit, HUD, PSH, Section 8. Microsoft Outlook, Excel, Word, Power Point and Teams or Zoom, experience required. Acquisition and Disposition experience. 3 rd Party / Fee Management experience essential. Experience in developing property budgets, as well as dealing with complex operational matters on a daily basis. Experience in overseeing large scale interior renovation projects. A high level of comfort with speaking in groups, public forums or extemporaneously. Critical writing requirements include correct grammar, structure, punctuation, and word usage. Local travel required; occasional travel out of state on an as-needed basis. Weekly visits to the portfolio; on-site 75% of the time. Knowledge of property management software platforms (Yardi, RealPage, Boston post, Gracehill, Revenue Management...etc.) preferred. Excellent written and verbal communication skills. Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. Must be highly self-motivated and customer centric. Great analytical, critical thinking, and problem-solving abilities. Strong adaptability and capacity to work in fast-paced environments. WHY YOU WANT TO WORK HERE: CONAM Management Corporation is an experienced, full service real estate and property management firm which has been in the business for over 40 years. The company has earned its reputation as an industry leader through commitment to excellence and high ethical standards. CONAM serves clients nationwide through a network of regional offices located in key metropolitan areas. Our benefits are designed with our associates in mind which include medical, dental, life, vision, Paid sick and vacation, identity theft protection, 401(k), Flexible Spending Accounts, Employee Assistance Program (EAP) and a generous maintenance program. Not to mention we get to surround ourselves with amazing people we enjoy working with daily. Any offer of employment would be contingent upon: acceptable criminal background report, acceptable verification of previous employment, negative drug test, and a valid driver's license with proof of insurance coverage. We are an Equal Opportunity Employer. If this sounds like the right position for you, just click the “APPLY” button above. You will be given an option to submit a resume or complete an on-line application. Please Note: Job pay bands are available upon request. Job pay bands are established based on a multi-state national range. All job offers will consider a wide range of factors to include geographic location, benefits, including discounted housing (if applicable specific to the position and location) market conditions, internal equity, as well as candidate qualifications, such as skills, education, and experience.
    $95k-105k yearly 38d ago
  • Senior Manager, Portfolio Execution

    RWE

    Portfolio manager job in San Diego, CA

    RWE Clean Energy, LLC To start as soon as possible, full time, permanent Functional area: Project Development Remuneration: Exempt The Senior Manager, Portfolio Execution is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers. Role Responsibilities: * Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects * Provide financial optimization and leadership in driving projects to successful leadership and financial approval * Manage multiple projects and engage with internal teams including technical, financial, legal, etc. * Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments * Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process * Identify key drivers for project economics * Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline Job Requirements and Experiences: * Bachelor's degree required with MBA preferred * Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields * Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc. * Strong creativity and problem solving skills * Proven analytical skills and presentation skills * Strong interpersonal skills, with ability to manage customer relationships * Demonstrated desire to learn about the Company and the renewables space * Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams * Strong leadership and communication, and ability to meet deadlines * Strong organization skills and ability to coordinate multiple tasks and deliverables * Ability to multi-task, while working independently and as part of a team * Motivated self-starter, goal-oriented, and strong problem-solving abilities * Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market * Ability to assess renewable project financials * Strong, proven commercial acumen and ability to apply it across the development lifecycle * Utility market project development experience including complex financial offers * Ability to oversee complex projects with customer facing elements * Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds * Responds well to direction, is easy to challenge and develop, and is coachable * Detail-oriented, has strong business acumen, and a sound understanding of business concepts * This position is an office-based role with some travel and visits to other RWECE office and field locations * Must be able to sit, walk, or stand for long durations of time Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time. Pay range: The annual base salary range for this position in California or Illinois is $145,000 - $198,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. Apply with just a few clicks: ad code 90949. Any questions? Contact HR: rwece_****************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together. Yes Nearest Major Market: Chicago Job Segment: Environmental Engineering, Pipeline, MBA, Manager, Nuclear, Engineering, Energy, Management
    $145k-198k yearly Easy Apply 60d+ ago
  • Senior Manager, Portfolio Execution

    RWE Clean Energy

    Portfolio manager job in San Diego, CA

    **RWE Clean Energy, LLC** **To start as soon as possible, full time, permanent** **Functional area:** Project Development **Remuneration:** Exempt The **Senior Manager, Portfolio Execution** is responsible for all commercial activities related to build transfer contracting of utility scale renewable assets. This role will work alongside other members of the Portfolio Execution team to identify, respond and negotiate build transfer contracts. Additionally, this role will be responsible for deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support our customers. **Role Responsibilities:** + Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects + Provide financial optimization and leadership in driving projects to successful leadership and financial approval + Manage multiple projects and engage with internal teams including technical, financial, legal, etc **.** + Develop and deliver of leadership presentations (including to Executive Leadership Team), seeking approval for major investments + Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process + Identify key drivers for project economics + Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline **Job Requirements and Experiences:** + Bachelor's degree required with MBA preferred + Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields + Strong renewable market knowledge growth including offtake opportunities, offtake contact requirements, market comps, supplier engagement, etc **.** + Strong creativity and problem solving skills + Proven analytical skills and presentation skills + Strong interpersonal skills, with ability to manage customer relationships + Demonstrated desire to learn about the Company and the renewables space + Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams + Strong leadership and communication, and ability to meet deadlines + Strong organization skills and ability to coordinate multiple tasks and deliverables + Ability to multi-task, while working independently and as part of a team + Motivated self-starter, goal-oriented, and strong problem-solving abilities + Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market + Ability to assess renewable project financials + Strong, proven commercial acumen and ability to apply it across the development lifecycle + Utility market project development experience including complex financial offers + Ability to oversee complex projects with customer facing elements + Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds + Responds well to direction, is easy to challenge and develop, and is coachable + Detail-oriented, has strong business acumen, and a sound understanding of business concepts + This position is an office-based role with some travel and visits to other RWECE office and field locations + Must be able to sit, walk, or stand for long durations of time _Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._ **Pay range:** The annual base salary range for this position in California or Illinois is $145,000 - $198,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. **Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary. **Apply with just a few clicks:** ad code **90949** . **Any questions?** Contact HR: **rwece_******************** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG). As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar. Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
    $145k-198k yearly Easy Apply 60d+ ago
  • VP, Portfolio Manager

    Banc of California 4.6company rating

    Portfolio manager job in Escondido, CA

    **BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through BancEdge. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. + Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third-party reports such as property appraisals. + In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. + Recommends credit actions by preparing the Credit Approval Report ("CAR") which is submitted to Credit Administration for final decisioning. + Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. + Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. + May make joint customer calls with RM to assess client's needs, business, and management team. + Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on-line, and on time. + Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. + Completes Problem Loan Status Reports (PLSRs) with guidance from manager. + Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type. + Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. + Performs other duties and projects as assigned. **WHAT YOU'LL BRING** + Bachelor's degree in accounting, finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. + Intermediate/Financial Accounting 1 and 2 needed. + Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. + Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). + Working knowledge of the Bank's Loan Policies and Standards. + Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. + Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. + Effective organizational and time management skills. + Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. + Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. + Ability to comprehend and explain financial calculations and pricing alternatives + Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. + Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. + Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations. + Ability to work with little to no supervision while performing duties. **HOW WE'LL SUPPORT YOU** - **Financial Security:** You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. - **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). - **Building & Supporting Your Family:** Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. - **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. - **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The full-time base salary range for this position is $101,000.00 - $160,000.00 USD a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.
    $101k-160k yearly 45d ago
  • Senior Manager, Asset Management

    Clearway Energy

    Portfolio manager job in San Diego, CA

    What The Role Is Reporting to the Director, Asset Management, the Senior Manager will serve as a member of a team responsible for the commercial management of more than 4,000 MW of utility-scale wind and solar power projects located across 16 states. The Senior Manager will maximize the value of existing assets, play a key role in growth initiatives, and mentor more junior team members. If you don't meet 100% of the qualifications below but see yourself contributing, please submit your resume. What You'll Be Doing P&L Management: Manage the P&L and cash position for all generating assets within the assigned portfolio. Review monthly operational performance and financial variance reports. Investigate and remedy any variances to the budget. Review gross margin performance and work with the energy data analytics group to explain variances due to market conditions and to develop strategies to maximize value. Develop annual project budgets and update monthly accrual and cash forecasts and financial models as needed. Perform financial analyses, project evaluations, and due diligence to make recommendations in support of plant optimization, performance improvement, warranty claims, insurance claims, and revenue recovery. Initiate and/or support major projects, divestitures, capital investment, refinances, and revenue enhancement proposals. Negotiate and/or amend project company agreements to improve asset performance or mitigate risk. Project Company Administration, Compliance, & Reporting: Ensure all project obligations and interests are successfully administered under project agreements and resolve any contractual issues with counterparties. Ensure general business-related licenses, permits, and regulatory requirements, reporting, and transactions with regional authorities, banks, governing, and other external parties are successfully managed. Serve as a main point of contact with PUCs, ISOs, city, county, and state authorities and governing boards with respect to assigned assets. Manage monthly lost output and guaranteed energy production status per applicable offtake requirements. Monitor and administer renewable energy credit obligations under various offtake contracts. Prepare reports and presentations for project stakeholders as required. Project Integration: Support the development of information sharing platforms and work management systems, including populating such systems with historical records and archiving of documents. Interface with business development, finance, and construction management teams to ensure smooth transition of projects into commercial operation. What You'll Bring 7+ years of energy industry experience in project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance, or other commercial roles. Bachelor's degree in Engineering, Finance, Business, Economics, or related field. Strong business and financial savvy with the ability to support a high-performance organization that will deliver operational excellence and meet or exceed financial targets. Ability to perform well under pressure on teams in a demanding environment, and occasionally work extended hours to meet project deadlines. Ability to think creatively, manage competing priorities, work independently, and pay attention to detail. Excellent written and verbal communication skills and an ability to communicate complex issues in a clear and concise manner. Self-motivated, highly organized, and detail-oriented. Proficiency with Microsoft Office products, including Excel, PowerPoint, and Word. If you don't meet 100% of the above qualifications but see yourself contributing, please submit your resume. What Would Be Nice MBA is highly desirable. Experience working in the renewable energy industry is highly desirable. Business analytic skills are highly desirable. Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.). #LI-Hybrid The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals. Salary Range Across all U.S. Locations $145,000 - $180,000 USD Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Our Commitment to Diversity, Equity, & Inclusion Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Working at Clearway, Hybrid Together Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans. What We Provide Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website. Notice to Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information. Notice to California Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
    $145k-180k yearly Auto-Apply 60d+ ago
  • Sr. Contracts Manager, Asset Management

    Avantus

    Portfolio manager job in San Diego, CA

    Avantus develops, owns, and operates utility-scale clean energy projects across California and the Desert Southwest. Our development pipeline represents one of the nation's largest portfolios of solar with integrated storage, capable of providing dispatchable power to 17 million Americans, day and night. With over a decade of industry leadership and strategic investment from KKR and EIG, Avantus delivers affordable, reliable clean energy solutions that meet America's growing energy demand. ABOUT THE POSITION We are seeking a highly motivated and organized candidate for the Senior Contracts Manager, Asset Management position. The successful candidate will demonstrate sound industry knowledge, superior communications, and detail-oriented organizational skills. This role reports to our Sr Director, Asset Management. The Senior Contracts Manager, Asset Management will be primarily responsible for negotiation, drafting, and structuring a variety of Asset Management related contracts, in coordination with counsel. Candidates for this role are expected to have experience with commercial and technical aspects of PV and BESS Service Agreements, and be able to lead a cross functional team. Beyond contract preparation, this role will also require interface with services provider, including onboarding and coordination with construction period contractor(s). The role requires a candidate who is capable of overseeing project related obligations from negotiation through to commencement of services and beyond. Additional responsibilities will include oversight of start-up and Operations period responsibilities and compliance obligations related to major project contracts such as Interconnection Agreement, Power Purchase Agreement, Financing Agreement(s) and ancillary contracts. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Contract Negotiation & Management Assume responsibility and leadership of contract negotiation related to O&M Agreements, Long Term Service Agreements, Asset Management Agreements, and related contracts. Coordinate between legal, engineering, tax, procurement, accounting and construction teams to drive negotiated positions for major contracts. Own the project onboarding of O&M vendors from contracts management perspective. Distill negotiated outcomes into concise presentations for presentation to management for review / approval Develop relationships and strategic partnerships with potential suppliers and service providers Identify issues related to contract compliance and carryout on a proactive basis and identify and communicate solutions internally. Refine template documents and tailor such to projects undergoing development / financing. Respond to ad hoc internal requests on Operations related issues that affect the drafting or negotiation of construction or financing related agreements. Compliance Management Monitor compliance with major project contracts (Financing Agreements, Power Purchase Agreements, others) and prepare / submit compliance related items. Coordinate with internal and external parties for fulfilment of compliance related matters, including signoff from legal and related stakeholders. Submit compliance related materials and maintain relationships with counterparties on those submittals. Additional Responsibilities Maintain database of benchmark contract terms and pricing for services and materials and update changes to benchmarks to internal optimization team. Prepare RFPs for services for O&M and Asset Management related requirements, including evaluation matrices and coordination of RFP Distill results of contract negotiations into post-hoc reports and kaizen presentations. Create budgets for plant O&M related costs based on contract outcomes. Coordinate between O&M providers, EPC contractors, telemetry providers, and other related parties for the setup of Drive process improvement in contract negotiations and securing of terms that drive a balance between minimizing risk and managing cost. REQUIRED SKILLS AND QUALIFICATIONS: At least 5 years' experience in Contracts Management, Asset Management, or Development of renewable or conventional power generation. Contract negotiation, drafting and structuring of PV / BESS Operations & Maintenance Agreements and or / Long Term Service Agreements is preferred. Experience with compliance and reporting matters related to Power Purchase Agreements, Debt / Tax Equity financing agreements, Interconnection Agreements, and related contracts. Proficiency with MS Project, MS Excel, and other MS Office suite products. Understanding of interconnection and PPA processes with major California and Western utilities and ISOs. Development and implementation of report templates, analytical tools, and other asset management specific tools. Must be detail-oriented with exceptional analytical and organizational skills. Proficient at extracting and summarizing large amounts of data and analyzing information. Proven ability to manage multiple projects and priorities within a fast-paced environment. Must be able to work independently. Work across many different functions including finance, technical, accounting, legal, operations. Effective interactions with colleagues, investors, and lenders. Excellent communication skills, both verbal and written. Avantus offers competitive compensation with an excellent benefits package, including 401(k) matching ; comprehensive medical and dental plan options; and flexible PTO. We are an equal-opportunity employer. The base salary range for this full-time position is listed below (plus bonus and benefits). Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for the applicable location during the hiring process. Please note that the compensation details listed reflect the base salary only, and do not include bonus and benefits. Pay Range$140,016-$164,725 USD
    $140k-164.7k yearly Auto-Apply 46d ago
  • Asset Manager

    Terra-Gen Operating Company 4.5company rating

    Portfolio manager job in San Diego, CA

    The Asset Manager is responsible for a wide range of activities directed at managing and optimizing energy assets and their underlying P&L. ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned as needed) Finance: Develop annual budgets for the projects and perform monthly variance analyses Provide input and review of the pro-forma financial models for generation assets Author reports on project performance for investors and lenders and maintain such relationships Assist in cash flow forecasting and management Perform financial analyses of offtakes to determine opportunities. Develop other ad-hoc economic analyses as needed. Identify and implement opportunities to optimize projects and budgets Lead coordination with partners, as applicable, including commercial, operational, and financial reporting and optimization Operations: Collaborate with the operations engineering team to evaluate and improve operational performance and quantitatively justify economics. Coordinate with project O&M staff on other operational items, including major component repair and replacement Participate in contract development with outside vendors including contract negotiation Support commercial operations including net position management on energy, RECs, and resource adequacy Regulatory and compliance: Ensure compliance with regulatory requirements and project agreements Power Purchase and Interconnection Agreements Operating Agreements Credit Agreements Operations and Maintenance Agreements Land Agreements Warranty Agreements Risk Management: Coordinate with internal and external stakeholders and Operations on all insurance claims including site visits and inspections, root cause analysis, and the calculation and negotiation of claim settlements. Requirements QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MINIMUM REQUIREMENTS Experience negotiating and managing contracts Excellent analytical and critical thinking skills with the ability to identify and solve complex problems paired with strong written and verbal communication skills Ability to drive collaboration with cross-functional teams Experience managing renewable energy assets financed through tax equity and debt structures Demonstrated proficiency in Microsoft Excel, Word, Teams, and PowerPoint Experience with standard financial metrics and analyses (NPV, IRR, DCF models) Approx. 25% Travel via airline and auto required to project sites and various corporate offices (NYC, San Diego, Reno), various stakeholders including offtakers, CEC, CAISO, ERCOT, major contractors/vendors, etc. EDUCATION and/or EXPERIENCE, KNOWLEDGE - Bachelor's degree in Business, Mathematics, Economics, Finance, or Engineering. MBA preferred. At least 8 years of work experience in the California, Texas, and/or New York energy/utilities sector, preferably managing solar, wind, and/or battery assets Experience onboarding all commercial aspects of greenfield renewable and/or battery projects in California, Texas, and/or New York Experience with various forms of offtakes including unit-contingent power purchase agreements (PPAs), fixed quantity swaps, contracts for differences, BESS tolling, Index Plus, and Virtual PPAs. PHYSICAL DEMANDS - 25% Travel to Project Sites, TG Offices, Stakeholders and Offtakers WORK ENVIRONMENT - Working out of Home Office other than Travel Commitment stated above Terra-Gen is an equal opportunity employer, drug-free workplace, and complies with Americans with Disabilities Act and related laws and regulations as applicable. All applicants are considered for all positions without regard to age, race, religion, color, sex, gender, sexual orientation, pregnancy, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification, in accordance with applicable federal, state, and local laws. All offers of employment are contingent upon successful completion of a pre-employment background check and drug screening. All qualified applicants with arrest or conviction records will be considered for employment in accordance with federal, state or local requirements such as the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Employees must be authorized to work in the US and employment is contingent upon presentation of acceptable documents as evidence of identity and employment authorization, as detailed on Form I-9. Terra-Gen provides a comprehensive benefits package that promotes employee ownership, employee health, performance, and success, which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off, paid holidays, and 401(k) retirement savings plan with employer match. The posted compensation is the range that we in good faith anticipate relying on when setting wages for this position. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California. This salary range may also be modified in the future, depending upon skills, experience, education, and geographical location. Salary Description $160,000 - $190,000 annually
    $64k-85k yearly est. 60d+ ago
  • Associate Asset Manager

    Chelsea Investment Corp

    Portfolio manager job in Carlsbad, CA

    Job Ad - Associate Asset Manager About Us CIC Management, Inc., oversees Chelsea Investment Corporation's portfolio of properties throughout California and New Mexico. Chelsea is a California-based leader in the financing and development of affordable housing. We're a team of experienced professionals that work to identify and implement timely and cost-effective solutions to provide quality homes for thousands of people. We're committed to the ongoing quality, appearance, and operation of all our projects, so we take a long-term asset management approach to property management. We're passionate about affordable housing AND our people, and we hope you are too! We welcome you to join our amazing team in beautiful Carlsbad, California. What You'll Be Doing: As an Associate Asset Manager at CIC Management, Inc., you will be responsible for managing a portfolio of affordable multi-family properties and supporting the Asset Management team. You will be responsible for the following and more. Managing a portfolio of assets, which includes financial reporting and ensuring that asset operations are fully compliant. Preparing and reviewing monthly asset financials and narratives. Conducting inspections to ensure the properties are well maintained. Managing relationships with property management agents. Managing relationships with clients, partners, and other stakeholders. Preparing and presenting monthly summary reports to the Chelsea executive team. Coordinating with outside agencies and other departments regarding Asset Management information. What You'll Need to Perform the Role: A Bachelors degree in finance, accounting, real estate, or a related field 3+ years' experience in residential asset management (internships assessed as portion of timeframe) 2+ years' of affordable housing experience preferred Advanced Microsoft Excel skills Understanding of real estate development, leasing, and asset management principles and practices Experience managing projects and providing comprehensive financial reports Demonstrated ability to effectively prioritize and adhere to deadlines Or equivalent combination of education, training, and/or experience from which comparable knowledge, skill, and abilities have been attained You'll also need the following attributes: High level of integrity and dependability, including handling sensitive and confidential information Teamwork mindset and temperament to work effectively with a diverse group of people Effective ability to communication clearly and concisely both verbally and in writing Genuine desire to work in the real estate development affordable housing industry Personal accountability and enthusiasm for achieving company goals Additionally, you'll support an inclusive workplace by fostering teamwork and employee participation, encouraging the representation of different employee perspectives, and treating others with dignity and respect in alignment with our company C.A.R.E.S values (Communication; Accountability; Relationships; Excellence; Solutions). What's in it for You CIC Management's people are at the core of everything we do. We offer meaningful careers competitive salaries, annual bonus packages, and an energetic office environment. We take the well-being of our team members seriously; thus, providing an attractive benefits and perks package to meet the needs of all our employees. This package includes, but is not limited to: Medical (HMO, PPO, HDHP/HSA plans available) Dental (HMO and POS) Vision Section 125 Cafeteria Plan Company sponsored Disability and Life insurance 401K plan participation with company match Paid Time Off (PTO) Opportunities for professional development Hybrid working environment Flexible work schedule as business needs permit Company-wide events Hiring Range: Salary of $85K to $95K on an annualized basis, depending on qualifications. The pay range for this position starts as listed in the job posting but may change based on education and experience. Final compensation is determined by various factors, such as education, training, experience, work location, required travel (if any), and external market conditions. In addition to salary, we offer a comprehensive benefits package, including health insurance, 401(k), paid time off including a generous holiday schedule. What Comes Next If this role seems of interest to you and you meet the needs to be successful, apply using the link below. Our recruiting team will then review your application and any of the materials you submit. From that point, we'll reach out if you're a fit and introduce you to the hiring manager and move you through the interview process, which will encompass meeting virtually, as well as in-person at our corporate office in Carlsbad and/or project job site (following all COVID-19 safety precautions and protocols). Equal Opportunity Emmerson Construction, Inc., is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We encourage applications from minorities, women, the disabled, protected veterans, and all other qualified applicants. Diversity, Equity, and Inclusion Commitment Statement We acknowledge that historic and ongoing discrimination results in a society where certain groups are disadvantaged in ways that are not always obvious. We understand that a commitment to racial equity and inclusion is not always easy, is not always comfortable, and is not always expedient. It is nevertheless a commitment we have chosen to make. Our commitment to racial equity and inclusion is evidenced by our demonstrated actions to address the unique housing needs of Black, Indigenous, People of Color, and other marginalized groups. We intentionally develop and manage affordable housing that addresses the needs of historically marginalized, and disenfranchised populations. We celebrate and encourage diversity in all forms and promote equity and inclusion through our practices, policies, systems, and behaviors. Our commitment to diversity, equity and inclusion is embedded in all aspects of our work. We intentionally create an inclusive environment where our internal team, our external clients, and our contracted service providers are valued and supported.
    $85k-95k yearly Auto-Apply 10d ago
  • Sr. Workplace Portfolio Manager

    Playstation 4.8company rating

    Portfolio manager job in San Diego, CA

    Why PlayStation? PlayStation isn't just the Best Place to Play - it's also the Best Place to Work. Today, we're recognized as a global leader in entertainment producing The PlayStation family of products and services including PlayStation 5, PlayStation 4, PlayStation VR, PlayStation Plus, acclaimed PlayStation software titles from PlayStation Studios, and more. PlayStation also strives to create an inclusive environment that empowers employees and embraces diversity. We welcome and encourage everyone who has a passion and curiosity for innovation, technology, and play to explore our open positions and join our growing global team. The PlayStation brand falls under Sony Interactive Entertainment, a wholly-owned subsidiary of Sony Group Corporation. Sr. Workplace Portfolio Manager San Mateo or San Diego, CA (Hybrid) * This role follows a hybrid work model with two days per week in the office. As the Sr. Workplace Portfolio Manager, you will be responsible for managing SIE's real estate transaction pipeline, executing smaller transactions, and providing comprehensive financial analysis to support Sony Interactive Entertainment's (SIE) global real estate strategy. The successful candidate will report to the Director, Global Real Estate Strategy, Occupancy and Delivery and work closely with project managers, cross-functional teams, and local business leaders to deliver strategies that enable SIE employees to deliver great results. The ideal candidate will be experienced in end-to-end transaction management while providing actionable financial insights to drive the real estate portfolio and strategy. Responsibilities: Portfolio Management & Execution: Manage the real estate transaction pipeline from initial site identification through lease execution and occupancy. Track and report on transaction status, timelines, key milestones, and potential roadblocks Lead execution of smaller real estate transactions including lease renewals, amendments and expansions. Serve as the primary SIE point of contact for assigned transactions to business and external partners. Work with internal teams such as Legal, Treasury, and Accounting to ensure all post-traction items are completed across the portfolio. Financial Analysis & Portfolio Analytics: Prepare detailed financial analysis and projections to evaluate potential real estate investment opportunities. Work with finance to develop relevant business cases for transaction and capital approval. Partner with finance to own the development and maintenance of a financial model to be used across all real estate analyses and transactions. Analyze portfolio performance across occupancy, utilization, lease terms, and cost metrics. Oversee the real estate portfolio lifecycle to ensure alignment with strategic goals. Own the ongoing detailed Total Cost of Ownership report for portfolio-wide analytics. Strategic Support & Reporting: Support the development of long and short-term real estate strategies. Collaborate with Corporate Planning to ensure portfolio forecasting and planning are aligned with broader strategic goals. Assist in the preparation and presentation of real estate investment proposals and transaction summaries to senior management. Work closely with cross-functional teams, including Project Management, Occupancy, and Finance to ensure successful execution of real estate strategy initiatives and transactions. Qualifications: 7+ years of experience in real estate transactions, finance, analysis, portfolio management, or a related field, preferably within a tech or gaming environment. In-depth knowledge of real estate markets, lease structures, transaction processes, investment analysis, and financial modeling. Strong analytical and quantitative skills with proficiency in financial modeling, Excel, and other business intelligence tools. Familiarity with lease administration platforms and transaction management systems. Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely to both technical and non-technical audiences. Strong problem-solving and critical-thinking skills with ability to manage multiple transactions simultaneously. Demonstrated ability to negotiate and influence outcomes with internal and external stakeholders. #LI-SV1 Please refer to our Candidate Privacy Notice for more information about how we process your personal information, and your data protection rights. At SIE, we consider several factors when setting each role's base pay range, including the competitive benchmarking data for the market and geographic location. Please note that the base pay range may vary in line with our hybrid working policy and individual base pay will be determined based on job-related factors which may include knowledge, skills, experience, and location. In addition, this role is eligible for SIE's top-tier benefits package that includes medical, dental, vision, matching 401(k), paid time off, wellness program and coveted employee discounts for Sony products. This role also may be eligible for a bonus package. Click here to learn more. The estimated base pay range for this role is listed below.$131,400-$197,000 USD Equal Opportunity Statement: Sony is an Equal Opportunity Employer. All persons will receive consideration for employment without regard to gender (including gender identity, gender expression and gender reassignment), race (including colour, nationality, ethnic or national origin), religion or belief, marital or civil partnership status, disability, age, sexual orientation, pregnancy, maternity or parental status, trade union membership or membership in any other legally protected category. We strive to create an inclusive environment, empower employees and embrace diversity. We encourage everyone to respond. PlayStation is a Fair Chance employer and qualified applicants with arrest and conviction records will be considered for employment.
    $131.4k-197k yearly Auto-Apply 5d ago
  • Commercial Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in San Diego, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: * Industry experience within business, commercial, or corporate banking segments. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations * Manage all parts of projects, from client buy-in to planning, budgeting, and execution. * Source and coordinate work from other internal workforces. * Develop our next-generation Wholesale credit technology offerings. * Become a trusted advisor for C-suite clients looking to solve critical business problems. * Drive business development to originate new client opportunities. * Build your reputation as an industry thought leader. * Travel, as required, up to 80%. Qualification Here's What You Need: * Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development * Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems * A Bachelor's degree Bonus Points If You Have: * Extensive transformation strategy or operating model design experience in commercial banking. * Launched new product offerings in the banking industry. * Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. * Advanced degree or financial industry certification. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Demonstrated experience developing and managing relationships with senior client executives. * Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. * Structured problem-solving and ability to simplify complex initiatives to improve execution. * Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS) Professional Skills * Proven ability to operate within a collaborative environment. * Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. * High energy level, focus, and ability to work well in demanding client environments. * Excellent communication (written and oral) and interpersonal skills. * Strong leadership, problem-solving, and decision-making abilities. * Unquestionable professional integrity, credibility, and character. What's in it for you? * You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. * At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. * Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. * You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations
    $100.5k-270.3k yearly 6d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Santee, CA?

The average portfolio manager in Santee, CA earns between $64,000 and $222,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Santee, CA

$119,000

What are the biggest employers of Portfolio Managers in Santee, CA?

The biggest employers of Portfolio Managers in Santee, CA are:
  1. ConAm Management
  2. Columbia Bank
  3. Center for Aquaculture Technologies
  4. Conam Careers
  5. Umpqua Bank
  6. City National Bank
  7. General Atomics
  8. Qdoba
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