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Portfolio manager jobs in Southfield, MI

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  • Portfolio GTM Lead

    Hcltech

    Portfolio manager job in Detroit, MI

    HCLTech is looking for a highly talented and self- motivated [Portfolio GTM Lead] to join it in advancing the technological world through innovation and creativity. Job Title: [Portfolio GTM Lead] Position Type: Full-time Location: Detroit, MI Role/Responsibilities The Portfolio GTM Lead is a senior leader responsible for driving growth across a defined portfolio of accounts or sub-industry. In this role, you manage multiple Account GTM Leads and shape the go-to-market (GTM) strategy for your portfolio to ensure consistent growth, high client satisfaction, and strong adoption of AI-driven services. You will align portfolio objectives with industry trends, leverage AI to transform client engagements, and build scalable GTM frameworks. As a thought leader in your sub-industry, you position HCLTech as a partner of choice by integrating AI-driven value propositions and outcome-based offerings. What you'll do As the Portfolio GTM Lead, you will: Own the portfolio growth strategy: Define and execute the GTM strategy for your sub-industry or portfolio of accounts, ensuring alignment with business goals and market opportunities. Lead and mentor your team: Manage and guide Account GTM Leads, helping them deliver AI-driven solutions and achieve account-level growth. Develop AI-powered offerings: Create industry-specific, AI-enabled offerings and positioning that differentiate HCLTech in the marketplace. Collaborate to expand business: Partner with sales leadership and client partners to deepen relationships and win new opportunities across the portfolio. Drive outcome-based pricing: Design and implement outcome-based pricing models for large deals, aligning value with client outcomes. Champion AI adoption: Promote the use of AI tools and platforms (including HCLTech AI Force) and best practices across all accounts in the portfolio. Monitor and report performance: Track portfolio performance, pipeline, and revenue growth, providing regular insights and updates to senior leadership. Represent HCLTech externally: Act as a thought leader at client forums, industry events, and within partner networks, showcasing HCLTech's AI-driven capabilities. Skills Needed: To excel in this role, you must bring a combination of leadership, business acumen, and AI expertise. Proven leadership experience in managing account growth and GTM execution at a portfolio or sub-industry level. Strong understanding of AI's impact on the services industry and ability to translate it into client-ready solutions. Experience in AI-powered GTM strategy creation, industry-specific offerings, and driving AI adoption across accounts. Ability to mentor Account GTM Leads and build a culture of AI-first GTM execution. Expertise in AI tools, automation, and analytics platforms to support portfolio growth. Deep understanding of the SDLC and how AI can optimize delivery, efficiency, and client outcomes. Strong client-facing skills - ability to engage C-level executives and position AI as a driver of transformation. Proven ability in developing outcome-based pricing models at a portfolio level. Exceptional communication, influencing, and stakeholder management skills. Expectations for New Hires: Complete AI certification and become conversant with HCLTech AI Force within the first few weeks. Build familiarity with the sub-industry/portfolio, existing accounts, and AI-powered solutions being offered. Lead the adoption of AI-first GTM strategy across all Account GTM Leads in your portfolio. Develop and present an AI-driven growth plan for your portfolio within the first 45 days. What Will Happen in the First Six Weeks of Joining: Week 1: Complete initial AI training, get up to speed on the HCLTech AI Force platform, and meet with your Account GTM Leads. Week 2-4: Build relationships with key clients and sales leaders, identify AI-driven expansion opportunities, and align your portfolio strategy with industry and AI trends. Week 5-6: Present your AI-driven GTM strategy, mentor your team on AI-first approaches, and highlight early wins to senior leadership. By the end of six weeks, you should be driving a clear, AI-enabled GTM strategy across your portfolio and setting up the foundation for long-term growth. Qualifications & Experience: Educational Qualifications: MBA (mandatory) or master's in business, Sales, Technology, or related field. Experience: 10-12 years of experience in account management, sales, or GTM strategy, with at least 3-5 years in a leadership role managing multiple accounts or a sub-industry. Proven success in creating and executing GTM strategies on a scale. Demonstrated expertise in AI technologies, platforms, and tools, and their integration into services and solutions. Experience in developing industry-specific offerings and driving large deal pursuits. Track record of building client relationships at the C-suite level and driving revenue growth through innovative, AI-powered solutions. Pay and Benefits Pay Range Minimum: $160000 per Year Pay Range Maximum: $ 180000 Per Year HCLTec is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to ****************** for investigation. A candidate's pay within the range will depend on their skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year How You'll Grow At HCLTech, we offer continuous opportunities for you to find your spark and grow with us. We want you to be happy and satisfied with your role and to really learn what type of work sparks your brilliance the best. Throughout your time with us, we offer transparent communication with senior-level employees, learning and career development programs at every level, and opportunities to experiment in different roles or even pivot industries. We believe that you should be in control of your career with unlimited opportunities to find the role that fits you best.
    $160k-180k yearly 2d ago
  • Investor Relations Manager

    Roguesearch

    Portfolio manager job in Troy, MI

    Manager, Investor Relations Troy, MI Nearly 75 years of industry leadership, offering innovative solutions in a dynamic market Enhance investor relations operations for an organization with 9,500 employees Hybrid role Responsibilities: The Manager, Investor Relations (IR) will support strategic communication with investors, analysts, and other financial stakeholders. This role is responsible for preparing investor materials, monitoring market activity, managing financial communications, and supporting quarterly earnings processes. The Manager will work closely with Finance, Accounting, and Executive Leadership to ensure consistent, accurate, and compelling messaging that reflects performance, strategy, and value creation. What you will do: Assist in the development and execution of the company's investor relations strategy. Prepare investor-facing materials including quarterly earnings presentations, press releases, scripts, and Q&A documents. Support quarterly earnings process across Finance, Accounting, and Executive Leadership. Conduct financial, market, and competitive analysis to support IR messaging and investor inquiries. Maintain investor databases, track shareholder activity, and monitor trading dynamics. Provide insights on market sentiment, peer performance, and industry trends. Coordinate investor meetings, conferences, roadshows, and related logistics. Ensure compliance with SEC, regulatory, and disclosure requirements. Support development and updates to the company's IR website and digital communications. Maintain strong, collaborative relationships with internal partners and external stakeholders. What you will need: Bachelor's degree in Finance, Accounting, Business, Economics, Communications, or related field required. 3-5+ years of experience in investor relations, corporate finance, equity research, FP&A, or related discipline. Strong financial modeling and analytical skills with the ability to interpret financial statements. Excellent communication, writing, and presentation skills. High level of professionalism, detail orientation, and discretion with sensitive information. Ability to manage multiple tasks and deadlines in a fast-paced environment. Proficiency in Microsoft Excel, PowerPoint, and financial databases preferred.
    $88k-156k yearly est. 1d ago
  • Finance Manager-Joint Ventures

    Mastronardi Produce 3.5company rating

    Portfolio manager job in Livonia, MI

    Mastronardi Produce pioneered the commercial greenhouse industry in North America, and we're now the leading greenhouse vegetable company on the continent. Our award-winning, flavorful produce is packed under the SUNSET brand and is available at leading grocery retailers across North America. Family owned for over 65 years; we pride ourselves on having the most flavorful products and the best people in the industry. We are constantly pushing boundaries to be a leader in fresh produce innovation. We seek individuals that demonstrate our PRIDE values (Passion, Respect, Innovation, Drive, Excellence) to help us fulfill our mission to inspire healthy living through WOW flavor experiences. Our corporate office in Livonia, Michigan is currently seeking a Finance Manager-Joint Ventures to join our Finance team. The primary function of this role is to lead and develop financial and accounting practices and procedures for Mastronardi (MPL) Joint Ventures. The Finance Manager is a key stakeholder to the success of people, plants, and performance of Joint Ventures. Act as the key analytical support to MPL and JV partner for greenhouse leadership, and along with corporate accounting leadership will drive the annual forecasting and budgeting process. Values: To perform the job successfully, the incumbent's behavior must be consistent with the PRIDE values expected of all Mastronardi Produce employees: be Passionate; have Respect; be Innovative; be Driven and strive for Excellence. Primary Responsibilities: Operational liaison with JV Partners and stakeholders Build relationships and work closely with JV contacts to ensure timely, accurate, and consistent reporting, and manage the quarterly and annual reporting requirements with lenders Monthly Financial Review, Forecasting, and Budgeting Strong analytical skills to conduct monthly financial reviews, produce reliable forecasts, and manage budgeting processes effectively. Monitor performance Proactively anticipate cash needs, shareholder agreement requirements and covenant breaches, and alert stakeholders. Ensure necessary steps are taken to rectify, including revising forecasts, approvals for cash injections, and collaborating with the Corporate Development team as required Financial Modeling Proficient in managing and utilizing three-statement models to support performance tracking and lender reporting. Process improvement Improve month-end reporting, reconciliation, facilitate recurring Board meetings, and work with JV partners to standardize reporting packages with minimal post-close adjustments Collaborate across functions Partner with Tax, Treasury, FP&A, and Corporate Development for ongoing operational requirements and risk management. Education/Background Requirements Bachelor's degree required MBA or similar advanced degree with 2 years of post-masters and supervisory experience preferred. Five years of work experience in either corporate finance/planning, accounting, decision support, and strategy analysis of operations to help shape the business required. Specific Knowledge, Skills and Abilities Required Previous leadership experience preferred. Subject matter expert with financial modeling at all levels of detail, from high-level strategic models to very detailed operational models. Ability to maintain a high level of confidentiality. Must have exceptional writing and verbal presentation skills to serve a broad and diverse audience. Intense attention to detail and the ability to fully articulate the numbers and the story behind the numbers. Ability to think analytically from varying perspectives and overcome obstacles creatively. Ability to build working relationships with Business Partners and to tailor communication to the audience. Ability to negotiate and navigate through conflict. Proficiency in all Microsoft Office applications with advanced knowledge of Excel. Working Conditions: Typical office environment. May periodically travel to visit company greenhouses in USA and Canada. Please note: Mastronardi Produce has accommodation processes and policies in place and provides accommodation for employees with disabilities. If you require a specific accommodation because of a disability or documented medical need, please contact the Human Resource office so that arrangements can be made for the appropriate accommodation to be put into place before you begin your employment. 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.
    $87k-126k yearly est. 20h ago
  • Portfolio Community Manager

    AAM Brand 4.7company rating

    Portfolio manager job in Southgate, MI

    Primarily responsible for providing community management and effective customer service to designated communities/homeowners through in-depth knowledge of Governing Documents and management contracts. Provides support and other job-related tasks as directed by the assigned Area Manager and/or Regional Leadership. Partners with AAM's Management Team to ensure compliance with State and Federal Association Management Laws. Read, review, and have a strong understanding and knowledge of Association governing documents, including but not limited to CC&Rs, Bylaws, Rules and Regulations, as well as Michigan and federal statutes relating to Associations; Partners with AAM's Management Team to ensure compliance. Interact with homeowners, vendors, and service providers on a frequent basis to promote and maintain high quality customer service to both the Association and AAM. Research, create and disseminate communications to owners via newsletters, emails and the web regarding Association activities and policies. Solicit, negotiate, and execute contracts for Association vendors and service providers as directed. Prepare and submit bid specs and work orders to vendors/service providers, as needed. Develop and implement policies and carry out tasks assigned by the Board of Directors and AAM. Review, analyze, and present monthly management/financial reports to appropriate parties; identify, and work with accounting to resolve any discrepancies in reports. Research, prepare and provide annual budgets to the Board of Directors; work with vendors and other Association service providers to obtain accurate budget data. Review, modify, code, and approve Association invoices. Schedule, organize and facilitate annual Board of Directors meetings and other special meetings by providing leadership and professional guidance as required by Association policy and Michigan law. Exhibit a proactive approach to management. Travels to and from assigned communities per management contract. Perform other duties as directed. Knowledge, Skills and Abilities: Excellent interpersonal skills: outgoing & communicative, socially oriented, poised, effective in groups, articulate, persuasive in expression, strong public speaker. Time Management: the ability to handle multiple tasks simultaneously, establish priorities, and meet deadlines. High attention to detail. Experience working with HOA's or other entities that involved knowledge and enforcement of Governing Documents. Exceptional organization and tracking skills. Ability to function efficiently in a high volume, fast-paced environment. Ability to proficiently utilize computer programs and company database systems, including Microsoft office, internet, and e-mail systems. Ability to interact and work positively and effectively with staff and residents at all levels. Ability to work collaboratively and cooperatively within the department as well as with other departments. Physical Demands & Work Environment: Sitting in an office setting utilizing a computer and other office equipment. May be required to lift boxes, fill paper trays, and other minor physical tasks. Utilizing personal automobile for commuting to and from assigned communities. Walking communities to inspect common areas per management contract. Sitting and standing for moderate periods of time.
    $84k-144k yearly est. 54d ago
  • Portfolio Manager, Supplier Excellence

    Republic National Distributing Company

    Portfolio manager job in Livonia, MI

    Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace experience for individuals who want a career that makes them feel accomplished and engaged. RNDC values the health and well-being of our associates, inside and outside the office, offering dynamic health and wellness benefits that supply exceptional care and value. RNDC is geared toward growing our footprint and our people. Join our team of energetic professionals who believe in many happy hours and are experts in our craft. Summary The Portfolio Manager of Supplier Excellence is responsible for delivering mutually beneficial needs and driving results for RNDC, our customers and our supplier partners through regular collaboration and ongoing communication that optimizes states sales execution. Accountable for driving execution of the supplier's commercial strategy, programming and P&L with the responsibility to grow supplier and RNDC revenue and profitability. Responsible for driving and tracking key supplier programs, initiatives, and strategies to ensure strong performance and execution of goals. In this role, you will Ensures compliance of supplier agreements through regular audit and analysis of activity in the market. Owns full Supplier P&L, responsible for maximizing top line revenue by developing strategies to grow business with portfolio of suppliers as well as maintaining bottom line profitability and optimal mix, SKU, and brand line ups for the geography. Responsible for translating, optimizing, and enabling supplier strategy and initiatives across all RNDC functions and footprints. Consults with supply chain team, purchasing, demand planners and centralized buying teams to optimize inventory levels within the state, adhere to mutually agreed upon days on hand and deliver accurate forecasting models that serve to deliver supplier annual operating plans. Responsible for owning supplier based commercial plans / AOPs, new item set ups and launches including setting targets and goals for suppliers; provide guidance and direction for the commercial planning process to ensure execution in the geography. Aligns with supplier and state sales leadership in program development, delivery and execution. Develops, leads and cascades supplier programs, goals, KPIs and other key initiatives. Drives commercial programming for supplier portfolio. Facilitates seamless communication across RNDC Network of teams, inclusive of state sale leadership, national accounts, supply chain and sales finance. Reviews and analyzes brands for opportunities for sales and profits, responsible for identifying and developing high growth potential suppliers / brands and drive out under-performing brands and SKU's. Maintain fluency on industry trends, regulations, and best practices; attends key industry conferences / meetings to represent RNDC and continue to build strategic relationships and make an impact with current and new suppliers. Leads special projects and supplier initiatives that drive mutually beneficial needs for RNDC, the supplier portfolio and all internal channels. What you bring to RNDC Five or more years of related experience with an alcoholic beverage wholesaler or supplier and/or training; or equivalent combination of education and experience. What's in it for you 401(k) with company matching Medical, dental and vision benefits* Paid Time Off Program - work your way up to 5 weeks of PTO a year with the ability to carryover unused PTO Paid volunteer time Paid parental leave Paid caregivers leave Fertility benefits Paid training Company paid life insurance, short-term disability, and company-paid holidays Associate resource groups, and diversity, equity, and inclusion programs available for all associates *Participation in these programs is subject to applicable wait periods and all plan and program terms and eligibility COVID-19 considerations: We follow CDC Guidelines and have a fun and safe environment for our teams. Bonus if you bring Bachelor's degree from four-year college or university preferred; Republic National Distributing Company and National Distributing Company are Equal Opportunity/Affirmative Action employers. It is our policy not to discriminate against any Employee or Applicant. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. This policy of nondiscrimination in employment includes but is not limited to: recruitment, hiring, placement, promotion, transfer, employment advertising or solicitations, compensation, layoff or termination of employment. RNDC is committed to providing reasonable accommodation to people with disabilities throughout the job application and interview process, to the point of undue hardship. If you require an accommodation during the application or interview process, please click here.
    $77k-139k yearly est. 60d+ ago
  • Portfolio Manager, Structured Finance

    Angott Search Group

    Portfolio manager job in Auburn Hills, MI

    Angott Search Group is pleased to partner with a Michigan commercial banking institution in their search for a Portfolio Manager, Structured Finance. This position will be responsible for the management and monitoring of a portfolio consisting of multi-bank facilities where our client has participated in the credit. You'll be managing the bank's exposure in multi-million dollar holdings and large credit facilities, a role that demands expertise in credit risk and compliance. This is a great opportunity for an experienced finance professional to play a central role in maintaining the bank's credit risk exposure, collaborating across multiple internal teams and with external partners. What You'll Do Manage and monitor a portfolio of multi-bank credit facilities. Key focus areas include managing credit risk, monitoring compliance, and preparing internal reports. Prepare credit underwriting memos to support annual reviews and amendments for existing client facilities. Maintain and monitor agent bank relationships to ensure smooth operation of credit facilities. Work closely with the portfolio management, underwriting, and sales teams, as well as the Chief Credit Officer, to ensure the bank's credit risk exposure remains acceptable. Experience: Proven experience in a similar portfolio management or credit analysis role within a commercial banking or financial institution. Technical Skills: Strong skills in credit underwriting and the ability to analyze complex financial data. Knowledge: Deep understanding of credit risk and compliance in structured finance.
    $78k-139k yearly est. 60d+ ago
  • Security Client Portfolio Manager

    Security Director In San Diego, California

    Portfolio manager job in Romulus, MI

    Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Now Hiring a Client Portfolio Manager Salary Range: $75,000 - $85,000 / Year + Full Time Benefits 2+ Years Security Management Experience Required (Upload a Resume) Must have a valid driver's license for 1+ year Join a Growing Company Today! Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and guidance. RESPONSIBILITIES: Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results Focus on hiring, development, and retention of appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention Engage regularly with clients to share his/her expertise to enhance the value of Allied Universal's offering Assist in coordinating the day-to-day team effort of Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost-effective manner. Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime. Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability Capably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management Enforce Allied policies as outlined by the handbooks and executive memos. Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from in person meetings Keep records and prepare accurate and timely reports both manually and through automated methods Maintain regular attendance to ensure avoidance of unpredictable, frequent, and/or ongoing late arrivals and chronic tardiness Actively participate in community and business-related organizations QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business or a related field Associate's degree in criminal justice, business or a related field with three (3) years of management experience in a high-volume workforce environment or service industry High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience in successfully building and developing teams Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proven strong service orientation, excellent interpersonal, leadership and organizational skills Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees, and client requirements on an ongoing basis. Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military, and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1492122
    $75k-85k yearly Auto-Apply 4d ago
  • US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager

    EY 4.7company rating

    Portfolio manager job in Southfield, MI

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $90-120 hourly 30d ago
  • Investment Officer

    Bank of Ann Arbor 4.0company rating

    Portfolio manager job in Plymouth, MI

    Full Time | Onsite Seeking a team-oriented, client-focused advisor to build a career at Bank of Ann Arbor Financial Services. The successful candidate will develop strong relationships with Retail Branch Managers and Centers of Influence, educating partners on client solutions and acting as a resource. Position requires high energy, impeccable integrity, and a collaborative mind-set. As a new client advisor, you will work as part of a team. The expectation is for responsive and effective handling of internal referrals as well as generation of leads from outside the bank. Focus is on doing what is right for the client and taking the long view. Additional resources are provided by the bank's partners at the AmericaGroup and LPL Financial. JOB DESCRIPTION: The Investment Officer will guide clients toward financial goals and add assets under management. Provides comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance strategies. Delivers a high-quality client service experience during each client interaction. Seeks to grow assets under management through referrals and new business opportunities. Maintains consistent, documented communication with clients and uncovers changes in client circumstances with additional financial planning and gathering of assets under management. Maintains consistent, documented communication and follow-up with prospective clients. Introduces clients to bank products with goal of increasing wallet share. As the situation requires, provide recommendations on tax planning, education funding, insurance gap analysis, executive compensation, estate planning and generational transfers. Promotes and participates in planned bank sponsored events. Seeks to grow network by attending bank-sponsored community events. Communicates effectively with team members and assumes responsibility for outcomes. Meets or exceeds sales goals while ensuring compliance with policies, procedures and regulations governing products and services. Maintains required licenses and updates continuing education, as necessary. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements. Attend all OSJ related meetings and training courses. Requirements COMPETENCIES AND SKILLS: Interpersonal Savvy: Ability to engage and persuade people. Oral and Written Communications: Excellent verbal and written communication skills Able to lead clients through challenging situations and hold difficult conversations. A team player who is willing to work with others in a collaborative environment Present oneself and the bank in a professional manner both at work and outside of the office, including bank-sponsored events. Self-starter who is organized and able to manage multiple priorities Action Oriented: Plan efficiently by setting goals and objectives and utilizing tools, materials, and personnel support. Business Acumen: Be knowledgeable in policies, practices, trends, technology, and information affecting his/her business and organization. Client Focus: Establishes and maintains effective relationships with clients and gains their trust and respect by actively listening and providing professional services with integrity. Presentation Skills: Communicates effectively, commands attention, and inspires action. QUALIFICATIONS: Bachelor's degree 3+ years of proven successful investment sales experience Series 7 and Series 66 certifications (or Series 63/65) Insurance license in state of Michigan Track record of working with clients in a full-time financial planning and investment services position. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. At times, there could be periods of work induced stress and extended hours.The employee must occasionally lift and/or move up to twenty-five pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate .
    $85k-142k yearly est. 60d+ ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Detroit, MI

    **Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-232k yearly 60d+ ago
  • Wealth and Investment Portfolio Manager III

    Huntington 4.4company rating

    Portfolio manager job in Birmingham, MI

    Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications: Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $90k-122k yearly est. Auto-Apply 50d ago
  • Manager Consultant, Asset Management Systems SME - Oracle Job Details | Black & Veatch Family of Companies

    Black & Veatch 4.1company rating

    Portfolio manager job in Ann Arbor, MI

    **Manager Consultant, Asset Management Systems SME - Oracle** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :** 111683 **Opportunity Type :** Staff **Relocation eligible :** No **Full time/Part time :** Full-Time **Project Only Hire :** Yes **Visa Sponsorship Available:** No **Why Black and Veatch** Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. **The Opportunity** Black & Veatch is seeking an exceptional professional to join our Infrastructure Advisory organization as a **Principal, Asset Management Systems Subject Matter Expert (SME) - Oracle** . Black & Veatch's Infrastructure Advisory organization provides strategic and digital transformation consulting services to the power, energy, gas, oil, and water sectors. We have an immediate need for a professional with Business Development capabilities and functional / technical industry expertise and experience with Enterprise Asset Management. As the **Principal, Asset Management Systems SME - Oracle** , you will contribute to identifying Enterprise Asset Management client opportunities and proposing of Black & Veatch services. You will function in a lead role in the delivery of Enterprise Asset Management projects and manage the client engagement while developing, documenting, and implementing new offerings and solutions. **The Team** **_Building a World of Difference_** ...it's more than just a tag line, it is _the passion_ that fuels Black & Veatch's global success. The world is changing at an unprecedented rate and that change increases the demand for innovation and efficiency to deliver solutions and services across the world's utility infrastructure. Join **Black & Veatch Infrastructure Advisory** and use your talent and expertise to impact the world. **Key Responsibilities** + Define and lead the architectural strategy for Oracle WACS implementations across enterprise environments. + Design scalable, secure, and high-performance Oracle WACS solutions aligned with business requirements. + Oversee system integrations with Oracle ERP, SCM, HCM, and third-party platforms. + Evaluate emerging technologies and recommend enhancements to Oracle WACS solution architecture. + Collaborate with stakeholders to translate functional needs into technical architecture and integration plans. + Use personal network to identify potential clients for Black & Veatch's Asset Management Systems offerings. + Lead business development efforts for Black & Veatch's Asset Management Systems offerings. + Ability to articulate the business case for the implementation of Black & Veatch's Asset Management Systems offerings. + Lead and manage Enterprise Asset Management and Supply Chain transformation projects for Gas & ElectricUtilities. + Manage project engagement issues. + Manage client expectations within defined scope of engagement. + Assist Black & Veatch in enhancing existing offerings. + Collaborate with Black & Veatch Teams to create new offerings. + Develop, present, and defend conclusions, recommendations, and implementation plans. + Recommend appropriate resources based on the phases of an engagement. + Delegate and manage work to assigned team members. + Transfer capabilities, and skills to improve others' knowledge and skill levels. + Enhance established working relationships with team members and management from within the client's organization. + Contribute to engagement quality reviews. + Establish best practices for configuration, customization, and data governance. + Guide development teams in implementing architectural standards and frameworks. + Ensure compliance with security, regulatory, and performance standards. **Management Responsibilities** Individual Contributor **Preferred Qualifications** + 8+ years of experience in Oracle Cloud applications, with 3+ years focused on Oracle WACS. + Proven experience in enterprise architecture and cloud solution design. + Expertise in Oracle Integration Cloud (OIC), REST APIs, and middleware technologies. + Strong understanding of asset management, work order systems, and cloud infrastructure. + Excellent leadership, communication, and stakeholder engagement skills. + Electric Generation/Transmission/Distribution, Gas Transmission/Distribution, Renewables. + Knowledge of the principles of Asset Management. + Experience providing advisory services in the functional areas of Asset Management, Work Management and Supply Chain. + Ability to communicate across organizational boundaries and organizational levels. + Oracle Cloud Architect Certification. + Experience with OCI, Kubernetes, and microservices architecture. + Knowledge of Oracle Visual Builder Studio and DevOps practices. + Background in utilities, manufacturing, or public sector implementations. **Minimum Qualifications** + Bachelor's Degree or relevant work experience + 7+ years experience in a business/consulting environment + All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Certifications** Certifications related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** + Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments. + Travel up to 50% **Salary Plan** CST: Consulting **Job Grade** 017 Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** orvia our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned. This job posting will remain open until a suitable candidate(s) has been identified. Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers and array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time and dependent sick time. A variety of additional benefits are available to our professionals, including a company matched 401k plan, adoption reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program. We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. **Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. In accordance with local law, the following Annualcompensation range is applicable for the job and location associated with this requisition: $119,100.00- $228,735.00 **Nearest Major Market:** Sacramento **Job Segment:** Engineer, Engineering
    $119.1k-228.7k yearly 55d ago
  • Delivery - Engagement Portfolio Lead

    Cognizant 4.6company rating

    Portfolio manager job in Dearborn, MI

    **About the role** We are seeking a Delivery - Engagement Portfolio Lead as a single point of contact for delivery working with Customer contacts in the North America region. **In this role, you will:** - Quantify and Optimize costs of pursuit and deliver to provide cost effective solutions - Collaborate with multiple service lines to build niche competency and deliver complex program to the end customer in full ownership model - Review the account metrics with the delivery, operations, and finance teams on regular basis - Drive, grow and manage increasing revenues, operating margin, client satisfaction, and employee growth and development - Lead accountability against measurable revenue and profit growth within set timelines - Be part of senior management reviews for the performance metrics of the account - Collaborate and build new solution with multiple service lines, innovation teams and business teams in Cognizant - Work with Client partners and CRMs across the regions to formulate a business account plan and implement it at account level - Have regular meetings and collaborate with the key client leaders at VP and Director level to present key solution and delivery, innovation value adds to the customer - Responsible for execution and customer satisfaction in all the revenue portfolios - Identify and forge partnerships, and tap into existing alliance partnerships of Cognizant's to grow the account(s) - Actively drive execution of the innovation agenda for the portfolio of clients - Focus on developing a plan and do continuous improvement to increase the visibility and value of Cognizant in the account, and as a thought leader in the Automotive industry **Work Model** We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 4 days a week in a client or Cognizant office in Dearborn, MI. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations. **What you need to have to be considered** - Strong background in a project environment and application development - Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment - Experience in SAFE Agile and Gen AI initiatives - Must be detail oriented and able to manage and maintain all facets of complex assignments. - Demonstrable problem-solving abilities with aptitude to identify strategic solutions to business problems with enterprise implications **These will help you stand out** - Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences. We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. _*Please note, this role is not able to offer visa transfer or sponsorship now or in the future*_ \#LI-NC1 **Benefits:** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
    $79k-104k yearly est. 20d ago
  • Manager, Federal Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Detroit, MI

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $96800 - $187500 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $96.8k-187.5k yearly 22d ago
  • Inventory and Asset Manager

    Verita Telecommunications

    Portfolio manager job in Plymouth, MI

    Job Title: Inventory and Asset Manager Department: Procurement Reports To: Director of Procurement, Purchasing and Assets The Inventory and Asset Manager is responsible for overseeing the management of the organization's inventory and assets to ensure accuracy, accountability, and efficiency. This role combines operational control of inventory with strategic management of physical and fixed assets. The manager will implement best practices for tracking, valuation, utilization, and reporting to support operational excellence and financial integrity. Key Responsibilities Inventory Management: Develop, implement, and maintain inventory control procedures and policies. Oversee the receipt, storage, and distribution of materials, products, and supplies. Conduct regular cycle counts, audits, and reconciliations to ensure accuracy. Collaborate with procurement, production, and logistics teams to align inventory with operational demand. Use ERP or warehouse management systems to maintain real-time inventory visibility and reporting. Asset Management: Maintain an accurate asset register, including acquisitions, transfers, disposals, and depreciation tracking. Conduct periodic asset audits and coordinate verification of asset locations and conditions. Develop asset lifecycle strategies to optimize utilization, performance, and cost efficiency. Support sustainability and cost-saving initiatives related to asset use and lifecycle management. Leadership & Reporting: Supervise and train inventory and asset control staff to ensure adherence to standards and procedures. Generate and present regular inventory and asset performance reports to senior management. Identify process improvements and implement automation or system enhancements where applicable. Ensure compliance with company policies, audit requirements, and applicable regulations. Other duties as assigned. Qualifications Experience: 5+ years of experience in inventory management, asset management, or supply chain operations. Proven track record of managing inventory systems and asset registers in a medium to large organization. Experience with ERP or asset management software (e.g., NetSuite, IBM Maximo, or similar). Skills: Strong analytical, organizational, and problem-solving abilities. Proficiency in Microsoft Excel and data analysis tools. Knowledge of inventory valuation, depreciation, and asset lifecycle principles. Excellent communication and leadership skills. Attention to detail and commitment to accuracy. Key Performance Indicators (KPIs) Inventory accuracy rate Shrinkage and loss percentage Audit and compliance score Work Environment Office/Warehouse setting The position involves regular travel to multiple company facilities and sites to manage distributed inventory and assets, conduct audits, and ensure compliance with operational standards. Team Verita Benefits! Financial Wellbeing Competitive pay with ongoing performance review and annual merit increase 401(k) with company match Health & Wellness Choice of various PPO, HMO, and HSA accompanied plans Family & Lifestyle Paid Time Off, Paid Holidays, Bereavement Leave Planning for the Unexpected Short and long-term disability, life insurance Paid for by the company Accidental death & dismemberment Paid for by the company Voluntary life insurance, accident, and critical illness
    $65k-99k yearly est. Auto-Apply 42d ago
  • Development and Asset Manager

    Communities First, Inc. 4.1company rating

    Portfolio manager job in Detroit, MI

    Communities First, Inc. is a Michigan-based nonprofit 501c3 whose mission is to build healthy, vibrant communities through economic development, affordable housing and innovative programming. CFI is focused on providing safe, quality affordable housing, increasing economic opportunities, and improving the quality of life of the populations that the organization serves. Job Summary The Development and Asset Manager will oversee and optimize the performance of Communities First, Inc.'s diverse portfolio of assets and assist with all aspects of real estate development. The Development and Asset Manager will be responsible for development and execution strategies to maximize value, efficiency, and profitability of CFI's real estate portfolio. Essential Functions * Provide financial analysis and underwriting of various real estate projects * Effectively research and summarize real estate entitlement information, rental and sale comparables, market data, property ownership, planning documents, and funding applications and requirements * Assist in the creation, assembly, and submittal of funding applications * Evaluate and accurately summarize property historical financial income and expenses and discounted cash flows using excel and other tools * Assist with property, project development and operating budgets * Assist with project construction management and portfolio management * Maintain and update reports for database * Assist and manage the portfolio performance of all facilties * Assist with administrative tasks (scanning, filing, document search and delivery) * Learn and facilitate the ongoing development of a filing system and coordinate storing and arranging of records * Schedule meetings, create agendas and prepare and disseminate minutes/notes from meetings * Assist with calendar reminders to meet internal and external deadlines * Assist with project acquisition activities and feasibility assessments * Assist with property insurance policies * Assist with preparing capital needs budget with leadership team * Assist with commercial and residential Leasing and finding prospective users * Assist with looking at new business development opportunities * Assist in the creation of specialized documents for presentations to community groups, potential funders, partner organizations, and other stakeholders to meet administrative, legal, and financial requirements. * Promotes and builds good working relationships with staff of Communities First, Inc. Embraces mission. Works with team; assists whenever and wherever needed/required. * Other duties as assigned. Education * Undergraduate or Graduate degree Required Knowledge, Skills, Abilities, Training, and Experience * Ability to understand financial return metrics (IRR, ROE) and valuation techniques * Strong proficiency in Microsoft Office suite (Excel, PowerPoint, Outlook, Word) and Adobe Acrobat * Knowledge of accounting and finance related to real estate * Effective interpersonal skills which enables working with others to elicit information, think creatively, and work independently * Knowledge of FHLB, CDBG, HOME, MSHDA funding and other comparable programs and requirements * Strong work ethic and initiative; desire to work in an entrepreneurial, team-based environment * Effective oral, written, and presentation skills * Desire to grow and learn professionally in a fast-paced environment * Ability to prioritize multiple projects and tasks and take direction when needed Equal Employment Opportunity & ADA Compliance Communities First, Inc. provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Equal employment opportunity applies to all terms and conditions of employment including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. To ensure equal employment opportunities to qualified individuals with a disability, Communities First, Inc. will make reasonable accommodations for the known disability of an otherwise qualified individual, unless undue hardship on the operation of the organization would result. We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices. Discrimination of any type will not be tolerated. This does not list all the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $63k-93k yearly est. 48d ago
  • Manager, Financial Reporting

    AAA Life Insurance Company 4.5company rating

    Portfolio manager job in Livonia, MI

    Why join? Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand. Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis. Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview). Team (Culture): USA Today named us a 2024 and 2025 top US workplace Who are we looking for? The Manager, Financial Reporting is a leader in the organization managing internal management financial reporting and external regulatory financial reporting, financial recordkeeping, tax reporting, reporting of performance measures including key non-financial data, and maintenance and development of all financial reporting. They will assist in providing financial counseling, guidance, and information to AAA Life Alliance management. Responsibilities How will you contribute? Responsible for the preparation and analysis of AAA Life Alliance financial reports and fiscal records and all internal and external management reporting. Manages the development, analysis and interpretation of statistical and accounting data to appraise profitability. Responsible for the preparation of financial reports and projections for the Operating Committee and the Board of Directors. Maintains business relationships with internal business personnel, external auditors, insurance examiners, and other regulatory groups to exchange information and resolve issues and questions. Has ownership of the corporate ledger and is a technical resource for the Company and contributes to the development of best-in-class accounting processes. Manages chart of accounts and other hierarchies, writing reports, and coordinating with appropriate technical resources to ensure automated feeds are functioning properly without exception. Partners with various business partners across the Company to develop accounting infrastructure related solutions. Is committed to delivering high quality, long-lived financial systems that maximize the Company's efficiencies. Determines overall work assignments and projects for the Financial Reporting team. Ensures that adequate resources are available and have the skills to attain current and planned goals. Manages the team's processes related to the talent acquisition, training and development, and coaching and counseling, ensuring the attainment of department objectives in support of the Company's strategic initiatives. Inspires, motivates, and mentors Financial Reporting team, ensuring consistency and best practices are utilized. Provides regular, consistent, and meaningful information. Listens carefully to others and ensures messages are understood. Keeps communication professional and positive. Collaborates and shares important matters with the team and all other appropriate parties. Supervises team in the timely completion and submission of all statutory reporting requirements including annual state and supplemental filings. Assists in the development and implementation of corporate policies, objectives and standards. Ensures that proper accounting controls are instituted and documented for all Financial Reporting systems. Responsible for researching and implementing new developments in GAAP and statutory accounting pronouncements that impact AAA Life businesses. Works with the Actuarial Department to review financial results. Analyzes Financial Statements and provides summarization of significant items. Analyzes and appraises the operating results of Financial Reporting, develop innovative approaches to improve accuracy, operating effectiveness, enhance procedural flow and resolve complex problems. Responsible for maintaining compliance with all laws and regulations that govern the business processes in the department. Performs ad hoc requests as needed to support the Finance, Accounting and Tax reporting functions. Qualifications What do you offer? Bachelor Degree in Accounting, Finance, Business Administration or related field. Candidates with a CPA or MBA or who have their FMLI designation are preferred. Minimum 3 years' experience in a management position. Experience to include a minimum of 5 years in the following areas: Analysis and development of statistical and financial data for utilization in the formulation of recommendations and reports Evaluation and interpretation of applicable legislation relating to insurance regulation The preparation of financial statements, including statutory and GAAP bases for insurance companies Assessment of internal controls Working with regulatory bodies Statutory accounting Knowledge of: PC software applications General ledger and financial reporting and analysis software packages Statutory and GAAP accounting for life insurance Experience Preferred: Using technology to improve the overall efficiency of an organization Working in Financial Reporting or in a related position Communicating and providing financial information to internal and external auditors Working with insurance accounting, in particular life insurance accounting What can we offer? Enjoy a hybrid work environment that promotes work-life balance. Comprehensive medical, dental, and vision coverage starting from your first day. Employer 401k match and employer contribution to a pension plan. Generous PTO and paid parental leave to support your family needs. Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company. #LI-Hybrid
    $79k-100k yearly est. Auto-Apply 60d+ ago
  • Sustainability Reporting Manager (PMO)

    Stellantis Nv

    Portfolio manager job in Auburn Hills, MI

    The Sustainability Reporting Project Management Office (PMO) will report to the Head of Sustainability Reporting and lead the end-to-end coordination and execution of the Sustainability Statement and Expanded Sustainability Statement preparation process and voluntary reporting, ensuring full compliance with the Corporate Sustainability Reporting Directive (CSRD) / European Sustainability Reporting Standards (ESRS), and other applicable regulatory frameworks. This role will serve as a central point of coordination across the Environmental, Social & Governance (ESG) reporting network, external/internal auditors and support key initiatives to enhance reporting quality, governance, and stakeholder alignment. Description of the responsibilities and main activities with related deliverables: * Oversee the entire Sustainability Reporting annual project plan activities, milestones and deliverables based on detailed definition of the process, ensuring alignment with both internal and external reporting requirements * Coordinate activities and communication with the ESG Office to ensure alignment * Interact with External Reporting to ensure alignment with the external reporting calendar and activities for the preparation of the Annual Report * Manage review process and approvals of the content (Management, Legal, EVPs) * Prepare executive presentations which include but are not limited to Steering committees, Audit Committee, ESG Committee, leadership team updates, etc. * Define activities and communication for the ESG network members and provide guidance as well as oversight * Liaise and coordinate with cross-functional teams * Prepare and present the status reports on workplan progress and timeline to various stakeholders ensuring alignment of all, alert in case of risks and roadblocks * Manage design services of the Sustainability Statement and Expanded Sustainability Statement * Support IT tools usage such as Workiva and AuditBoard * Manage SR annual budget, expenses, external service providers contracts and invoices * Engage with external stakeholders, including auditors, rating agencies, and regulatory bodies * Monitor and benchmark sustainability reporting practices against industry peers * Participate in business groups, forums, and training to stay updated on best practices and regulatory changes * Lead continuous improvement initiatives to enhance the quality and efficiency of sustainability reporting * Support training and upskilling of the sustainability reporting team and ESG network Basic Qualifications: * Bachelor's degree in Finance, Accounting, or related degree * Minimum 8 years of relevant professional experience * Strong project management skills with experience manage multiple ongoing deliverables * Strong presentation skills * Detail oriented with excellent English written/oral communication skills * Interest in sustainability topics and willingness to learn the most current ESG subjectmatter Preferred Qualifications: * Well-versed in existing global regulatory ESG reporting requirements (GRI, TCFD, CSRD, etc.) * Experience in ESG content * Big 4 Accounting Experience * Ability to interface with management and work well in a team environment * Languages: fluent in English, knowledge of another language is a plus (French, Italian, German) * Agility and pragmatism * Ability to manage a wide range of subjects simultaneously * Automotive industry experience is a plus
    $90k-124k yearly est. 17d ago
  • Sustainability Reporting Manager (PMO)

    FCA Us LLC 4.2company rating

    Portfolio manager job in Auburn Hills, MI

    The Sustainability Reporting Project Management Office (PMO) will report to the Head of Sustainability Reporting and lead the end-to-end coordination and execution of the Sustainability Statement and Expanded Sustainability Statement preparation process and voluntary reporting, ensuring full compliance with the Corporate Sustainability Reporting Directive (CSRD) / European Sustainability Reporting Standards (ESRS), and other applicable regulatory frameworks. This role will serve as a central point of coordination across the Environmental, Social & Governance (ESG) reporting network, external/internal auditors and support key initiatives to enhance reporting quality, governance, and stakeholder alignment. Description of the responsibilities and main activities with related deliverables: Oversee the entire Sustainability Reporting annual project plan activities, milestones and deliverables based on detailed definition of the process, ensuring alignment with both internal and external reporting requirements Coordinate activities and communication with the ESG Office to ensure alignment Interact with External Reporting to ensure alignment with the external reporting calendar and activities for the preparation of the Annual Report Manage review process and approvals of the content (Management, Legal, EVPs) Prepare executive presentations which include but are not limited to Steering committees, Audit Committee, ESG Committee, leadership team updates, etc. Define activities and communication for the ESG network members and provide guidance as well as oversight Liaise and coordinate with cross-functional teams Prepare and present the status reports on workplan progress and timeline to various stakeholders ensuring alignment of all, alert in case of risks and roadblocks Manage design services of the Sustainability Statement and Expanded Sustainability Statement Support IT tools usage such as Workiva and AuditBoard Manage SR annual budget, expenses, external service providers contracts and invoices Engage with external stakeholders, including auditors, rating agencies, and regulatory bodies Monitor and benchmark sustainability reporting practices against industry peers Participate in business groups, forums, and training to stay updated on best practices and regulatory changes Lead continuous improvement initiatives to enhance the quality and efficiency of sustainability reporting Support training and upskilling of the sustainability reporting team and ESG network
    $98k-126k yearly est. 19h ago
  • CRE Portfolio Manager I

    Huntington 4.4company rating

    Portfolio manager job in Detroit, MI

    The CRE Portfolio Manager I services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Manages a portfolio of commercial customers in partnership with the relationship manager. Will have regular contact with and a visible role in managing the customer relationship along with the relationship manager assigned to the account .Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio. Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio. Will work directly with the Team Leader, Relationship Managers, Regional CRE Management, and Regional Credit Officer. Work with RM on Loan Closings. Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee. Conduct portfolio reviews with senior management. Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation in special projects is expected. Work with and mentor Credit Analysts to develop required competencies and experience. Prioritize work to meet customer expectations. Analysis of existing portfolio to identify trends and opportunities. Maintain up-to-date knowledge of market/industry trends. Product Knowledge: Knowledgeable about the various commercial cross-sell products, which may have credit exposure including but not limited to foreign exchange, commodities, interest rate derivatives, treasury management, and commercial cards. Technology: Effective utilization of IT systems that support the Commercial Segment. Systems include; CLOS, PMTS, MAX, CARS, MS Office Suite, RETS, AFS, etc. Basic Qualifications: Bachelor's degree in Business, Finance, Accounting 3+ yrs related experience in CRE Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $52,000.00 - 101,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $52k-101k yearly Auto-Apply 37d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Southfield, MI?

The average portfolio manager in Southfield, MI earns between $60,000 and $180,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Southfield, MI

$104,000

What are the biggest employers of Portfolio Managers in Southfield, MI?

The biggest employers of Portfolio Managers in Southfield, MI are:
  1. Huntington National Bank
  2. Cengage Learning
  3. Republic National Distributing Company
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