Portfolio manager jobs in Stamford, CT - 356 jobs

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

Job Category: Management Posted : October 24, 2025 Full-Time Hybrid 48 S Service Rd Melville, NY 11747, USA Holmdel 101 Crawfords Corner Rd Suite 2216 Holmdel, NJ 07733, USA Tax Senior Manager - Business Tax Advisory Salary Range: $125,000 - $200,000 HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Tax Senior Manager - Business Tax Advisory. DESCRIPTION: Business Tax Advisory functions as a national tax office for HBK providing industry-leading consulting, tax planning, and continuing education services for the entire firm. HBK's BTA members are seasoned tax professionals with deep experience in consulting with business owners, families, and other organizations to minimize taxes while always focusing on meeting client objectives. QUALIFICATIONS One of the following is a must: Juris Doctor with a focus in Taxation, an LL.M. in Taxation, Master's in taxation, or similar degree and CPA Will possess excellent research and writing ability Excellent verbal communication and presentation skills 7+ years of Business Tax Returns (1120, 1120S, 1065) Career focus on flow-through taxation Can interact with all levels of team members and clients RESPONSIBILITIES Identify and Implement Planning Opportunities Business Tax Advisory Reviews of Tax Compliance and Planning Memos Author Topical Articles on Planning Opportunities Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies Work closely with Partners, Directors, Senior Managers and staff on client management and professional development Keep abreast of any legislative or professional changes, and consulting with clients on potential implication Display continual commitment to the Firm's Culture and Values and Client Service Principles Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills Train and develop fellow HBK team members on your area of expertise BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy We provide a flexible work environment to offer work/life balance 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 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. #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non‑compliance. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escape. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Example Skills, Knowledge, and Experience Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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 PwC Private team you are expected to lead the way as tax advisors dedicated to innovation, providing our clients with the right skills and technology to problem solve and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, specialized knowledge, and network to deliver quality results. Responsibilities Leading large projects and innovating processes for operational excellence Interacting with clients at a senior level to drive project success Leveraging influence, knowledge, and network to deliver quality results Providing clients with the right skills and technology Confirming alignment with organizational goals and objectives Applying strategic advising to enhance project outcomes Promoting a culture of continuous improvement and excellence Developing and mentoring top-performing teams What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Required to be able to speak, read and write Japanese What Sets You Apart Proven ability to identify and address client needs Experience in building and utilizing client relationships Proven communication skills to articulate benefits Proficiency in managing resource requirements and project workflow Experience in supervising teams to foster trust Proven ability to provide timely feedback to staff Demonstrated leadership as a business advisor Experience in innovating through new technologies Proficiency in using digitization tools The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. Equal Opportunity Employment 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. #J-18808-Ljbffr

Requirements Qualifications & Skills: 5 years of relevant C&I commercial banking experience Must be proficient in Microsoft Suite with an emphasis on Excel, Word, PowerPoint • Proficiency with Abrigo is a plus • Extensive knowledge of credit products offered and regulatory requirements Strong analytical skills in order to evaluate credit and financial issues Able to contribute positively as part of a team Ability to work effectively with a strong will to help others Strong attention to detail and highly organized Excellent written and verbal communication skills Thrives in a high-pressured environment and has the ability to work with tight deadlines Performs assigned tasks accurately and on a timely basis Ability to recommend process improvements to enhance efficiency Adheres to all applicable Policies and Procedures Bachelor's degree preferred This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process. All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment. Salary Description $125,000 - $150,000

The primary focus will be to support multiple lenders with management of their portfolios and other department related assigned functions. This will include site visits, collection of all required financial information, the preparation of short-term extensions, modifications and underwriting for new requests. Essential Duties and Job Responsibilities: * Review/approve all financial information request letters prior to mailing to customer to ensure request is accurate and timely. * Manage financial information collection process. * Manage site inspection process. * Review/manage pending loan maturities 90 days prior to maturity date to ensure there are no administrative past dues and to eliminate last-minute extensions. * Correspond with loan officer and customer to take inventory on financials and determine whether all information for expiring loans is collected. Then follow everything under bullet #4. * Collect/review all required financial data prior to submission to Credit, pre-closing and post-closing. * Spread all business returns, financial statements, personal tax returns, personal financial statements and rent rolls. * Run all Lexis Nexis and Experian credit reports. UCC Searches. OFAC & DNBI. * Complete all HMDA forms. * Lender portion of loan presentations. * File all documents, create new files all housed in Abrigo and remove staging docs * Assist in managing Credit file documents to ensure all appropriate information is updated and maintained, such as credit memos, financials, correspondence, etc.., and all outdated information is removed. * Identify/address credit weaknesses/deficiencies, including non-compliance with financial covenants and bring to attention of loan officer & credit * Interfacing with loan review, regulators and/or auditor as required, including follow up on cited loans when requested * Handle special projects as assigned. * Assist Team Leader, Commercial Loan Officers as needed with client interaction, etc. * Prepare adverse action letters for customers. * Assist/mentor new portfolio management trainees as needed. * Customer calls with assigned loan officers. * Review of loan documents prepared in-house or by bank counsel to verify compliance with original credit approval. * Cross train on other department functions to be able to provide support if needed. * Perform all duties and projects as assigned by management. EDUCATION, CERTIFICATION, EXPERIENCE: Education Required: Bachelor's Degree required in Accounting, Finance, Business, or Economics. Preferred: MBA or equivalent a plus. Experience Required: Three (3) to five (5) years of experience working as a Commercial Loan Portfolio Manager Preferred: 5 Years' Banking Experience preferre KNOWLEDGE, SKILLS, ABILITIES: Role-Based Competencies: * Must be a self-starter with initiative. * Exceptional customer service ability. * Excellent verbal and written communication skills. * Excellent problem-solving and analytical ability. * Represent bank in professional and friendly manner. * Must have strong interpersonal skills. * Must be proficient in Microsoft Office software and be able to quickly master the Bank's operating system. Leadership- This position requires someone with strong communication and leadership skills. Need the ability to maintain a positive demeanor, handle difficult situations and have an open mind. Needs to be able to handle change and pressure. Needs to coach, cross train and motivate employees. Needs the ability to assist customers and employees in a professional manner. Confidentiality - This position requires a high level of confidentiality. This position has access to customers' financial information and personal information, employee records, and security and closing procedures. Communication- This position has a high level of contact with the public and departments. This position also interacts with a large number of internal and external contacts. Must be able to communicate effectively with vendors as needed. Multitasking/Sound Judgment- Needs the ability to multitask, quick and accurate decisions and be organized. Decisions need to be made in the best interest of the bank while mitigating any risk or loss. Must be able to handle various processes at the same time, i.e.: taking customer calls while processing daily work or working on projects. Computer Skills/Technology- This position requires a high volume of computer usage, including core systems, vendor sites, new product testing, etc. Should be familiar with copier/scanner/shredder equipment. WORK ENVIRONMENT: * Flexibility to work additional hours including nights, weekends and holidays, as required. * Typically, the noise level in the work environment is low to moderate. * Will have high volume of interactions in person and over the telephone. * Fast-paced environment. * May experience occasional job stress in response to job demands. * There are no significant hazardous conditions. PHYSICAL DEMANDS: * Frequently required to sit for prolonged periods of time. * Frequently required to talk and hear. * Normal range of vision and hearing abilities required. * Mobility required greeting and assisting employees and visitors. * Frequently required to skillfully operate a computer, telephone and other standard office equipment. * Occasionally travel outside of work location to attend meetings and training programs. * Occasionally lift and/or move up to 20 pounds. Special Note: External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee's knowledge, skill and ability as well as his/her mental and physical abilities.

Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets. **If you are a current associate of Primo Brands, please apply via Success Factors.** The Primo Brands Marketing team is seeking a **Senior Manager, Marketing Growth Strategy** . This role will lead the development of critical projects that cross the company's brands. The focus is to lead brand portfolio projects to optimize and drive company growth. Projects include the coordination of monthly business reviews, annual brand planning, monthly department meetings and the coordination of portfolio partnership utilization. The role reports to the **Chief Marketing Officer** , and will be a key member of the Marketing Leadership Team. Pay Range: $144,211 - $180,134. This role is eligible for an annual bonus. Location Stamford, CT Responsibilities **Key responsibilities for this position include but are not limited to:** - Lead key department programs including annual commercial planning, monthly business reviews, department meetings and other key projects. - Work with brand portfolio leads to coordinate strategic projects like multi brand launches or cross business unit media campaigns that have broad company impact ensuring alignment with the company's strategic objectives. - Align with key stakeholders including, brand, sales, finance and supply chain to support the development of fully vetted annual plans. - Facilitate collaboration and alignment across the organization on key projects. Understand key dependencies across departments and identify creative solutions. - Continuously improve project management processes, tools, and methodologies to enhance efficiency and effectiveness Qualifications **Key qualifications include:** - Bachelor's Degree required - 3-5 years' experience in leading strategic insights and analytics teams preferably in consumer products. 3+ years of work experience as a Senior Manager or above. - Strong project management skills required and must excel at managing cross-functional projects - Strong commercial acumen and knowledge of working across key channels of trade of Food, Drug, Mass, Convenience, Club and E-Commerce - Strong interpersonal and leadership skills. Ability to effectively interface and influence at all levels - Ability to take initiative, develop and seek out creative and innovative ideas Salary Range Disclaimer: The salary range provided for this position is an approximation based on market research, internal compensation data and the candidate's qualifications and experience. Final salary offers are determined through a comprehensive evaluation of candidate qualifications and may vary depending on factors such as skills, experience, and geographic location of the position. Other components of the compensation package, including benefits and bonuses, will also be considered. We are committed to fair and equitable compensation practices, and we encourage open dialogue about compensation during the interview process. Primo Brands' established portfolio includes billion-dollar brands Poland Spring and Pure Life , premium brands like Saratoga and Mountain Valley , regional leaders such as Arrowhead , Deer Park , Ice Mountain Ozarka , and Zephyrhills , purified brands, Primo Water and Sparkletts , and flavored and enhanced brands like Splash and AC+ION . Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come. Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Candidates must possess strong English language skills to effectively communicate with customers and provide exceptional service. Proficiency in English is essential for understanding customer needs, resolving inquiries, and collaborating with team members.

**About this role:** Wells Fargo is seeking a Commercial Banking Investment Real Estate Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Research complex credit investigations and diverse credit information for loans + Identify opportunity for process improvements within scope of responsibilities or functional area + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers **Required Qualifications:** + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients with annual revenue of $100MM to $2B + Completion of a formal credit training program + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management + Experience in swiftly adopting and executing change management to enable business growth + Experience developing and maintaining external and internal partnerships + Experience identifying and mitigating risk, ensuring compliance with processes and procedures + Excellent verbal, written, and interpersonal communication skills + Experience with nCino a plus + Bachelor's degree in accounting, finance, or business **Job Expectations:** + Ability to travel up to 5% of the time + Ability to work a hybrid work schedule + This position does not support Visa Sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Job Locations:** + 99 Wood Ave South - Iselin, NJ + 51 JFK Parkway - Short Hills, NJ + 2500 Westchester Avenue - Purchase, NY + 58 Service Road South - Melville, NY + 125 High Street - Boston, MA + 1 Citizens Plaza - Providence, RI + 320 Broad St - Charleston, SC **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515961

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform. WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged to think openly about problems, balancing intellectualism and practicality. Excellent ideas come from anyone, anywhere. Employees are encouraged to challenge conventional thinking and possess an attitude of continuous improvement. Our goal is to hire the best and the brightest. We value intellectual horsepower first and foremost, and people who demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it. The Role: * We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategies Job Responsibilities (include, but not limited to the following) * Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options * Independently lead, manage and grow quantitative investment portfolio (portfolio will have a separately identifiable track record) * Autonomy to build your own research pipeline and grow your team What You'll Bring: * 2+ years' experience in developing systematic strategies including a verifiable track record with positive PnL and Sharpe * Strong programming skills in mainstream quant programming languages, such as Python and C++ The Independent Portfolio Manager Opportunity: * Transparent and formula-based compensation * Meaningful allocation with growth potential based on performance and scalability * Access to a deep and broad menu of datasets supported by a dedicated data team * Cross-asset execution led by a multi-regional trading team * Opportunity for select engagement with the CIO Office in support of your research and strategy development Our Benefits: * Core Benefits: Fully paid medical and dental insurance for employees and dependents, flexible spending account, 401k, fully paid parental leave, generous PTO (paid time off) that consists of: * twenty vacation days that are pro-rated based on the employee's start date, at an accrual of 1.67 days per month, * three personal days, and * ten sick days. * Perks: Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code * Training: learning and development courses, speakers, team-building off-site * Employee resource groups Pay Transparency: WorldQuant is a total compensation organization where you will be eligible for a base salary, discretionary performance bonus, and benefits. To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on job function and level, benchmarked against similar stage organizations. When finalizing an offer, we will take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package. The Base Pay Range For This Position Is $150,000 - $200,000 USD. At WorldQuant, we are committed to providing candidates with all necessary information in compliance with pay transparency laws. If you believe any required details are missing from this job posting, please notify us at [email protected], and we will address your concerns promptly. #LI-JG1 By submitting this application, you acknowledge and consent to terms of the WorldQuant Privacy Policy. The privacy policy offers an explanation of how and why your data will be collected, how it will be used and disclosed, how it will be retained and secured, and what legal rights are associated with that data (including the rights of access, correction, and deletion). The policy also describes legal and contractual limitations on these rights. The specific rights and obligations of individuals living and working in different areas may vary by jurisdiction. Copyright 2025 WorldQuant, LLC. All Rights Reserved. WorldQuant is an equal opportunity employer and does not discriminate in hiring on the basis of race, color, creed, religion, sex, sexual orientation or preference, age, marital status, citizenship, national origin, disability, military status, genetic predisposition or carrier status, or any other protected characteristic as established by applicable law.

We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Reports To: Asset Management Department: Rippowam Corporation FLSA Status: Exempt Date Adopted: July 11, 2025 Revision Dates: The Asset Manager is a key member of the Rippowam Corporation team supporting the real estate asset management function for a varied portfolio consisting of affordable housing, mixed-income and mixed-use properties with an emphasis on capital planning activities, strategic planning and long-term maintenance initiatives. The position ensures that the owned real estate portfolio operates at optimal performance and focuses on its long-term sustainability through improvements in capital project management, preventative maintenance, and resource planning. As part of this role, the Asset Manager collaborates with Finance, Operations, Development and Asset Management. Key insights and recommendations based upon onsite observations, commissioned studies, and third-party service providers are pivotal to ensuring successful collaboration. Essential Duties and Responsibilities: Strategic Planning & Capital Oversight Collaborate with the Director of Asset Management to develop and implement property-level and portfolio wide strategic initiatives (e.g., cost containment, sustainability, energy efficiency). Review, commission and implement property Capital Needs Assessments (CNAs) as necessary to maintain asset viability. Evaluate and enhance maintenance policies and procedures to ensure cost-effective use of resources; identify areas for improvement and make recommendations. Develop, maintain, and update annual and long-term preventative maintenance plans for the portfolio. Create a collaborative, long-term capital improvement and operational plan for the portfolio. Assist with the Implementation and monitoring of capital projects. Track and monitor the unit turnover process and recommend process enhancements. Project Management & Vendor Procurement Provide technical assistance and collaboration with Finance, Development and Operations departments on capital and maintenance project initiation. Assist with RFP development, scope of work preparation and contract drafting. Support contract negotiations and development to ensure final contract terms and compliance. Participate as a member of vendor selection committees for capital and maintenance project solicitations. Partner with the Financial and Procurement Analyst to assess vendor and contract performance; recommend changes as needed. Monitor capital projects and manage day-to-day construction supervision. Operational Coordination & Regulatory Compliance Ensure compliance with applicable regulations, building and fire codes, and internal safety standards. Mitigate risk to property and occupants; promote safe working and security of employees and residents. Oversee invoicing for active capital projects, review maintenance and capital expenditures. Serve as primary liaison to condominium association (8 units). Budgeting & Financial Oversight Collaborate with Property Management, Finance, Development and Asset Management to prepare annual in the development and review of annual budgets. Review monthly financial reports to ensure compliance with approved operating and capital budgets. Other Duties as Assigned May be required to perform other related duties as required and/or assigned. Additional asset management and other related responsibilities may be delegated as needed. Knowledge, Skills and Abilities: Positive and professional interpersonal skills; ability to successfully work with residents, employees, vendors, and internal stakeholders. Strong critical thinking, multitasking and decision-making abilities. Highly organized and results-oriented with the ability to meet multiple deadlines. Proven financial analysis, budget planning, and project coordination knowledge and abilities. Familiarity with building systems (Mechanical, Electrical, Plumbing); h elevators, security, utilities, . Knowledge of structural, and architectural elements is strongly preferred. Familiar with and knowledgeable in construction activities; ability to read construction plans, and familiarity with MasterFormat Divisions by Construction Specifications Institute. Ability to be a self-starter who thrives in a fast-paced, team-oriented environment. Minimum Education and Experience: Bachelor's degree in a related field with a minimum of 5 years of direct experience in project management, property, real estate, architecture, engineering, asset or construction management,) Budgeting and capital project experience are strongly preferred. Familiarity with procurement and vendor contracting best practice is strongly preferred. Professional certifications are a plus. Additional Requirements: An assessment may be administered to evaluate competency. A valid driver's license and reliable transportation to visit COC properties is mandatory. Successfully completing a pre-employment drug test, physical exam, background check, and educational/reference verification is mandatory. Estimated Time Allocation 40% Asset Management 30% Capital Projects 15% Procurement 10% Budgets 5% Maintenance Note: This estimate is for illustration purposes only. It will change based on business needs. This position description lists the most significant duties of this role. However, this description is not intended to be an all-inclusive list of responsibilities, skills or working conditions associated with the position. Although it is intended to accurately reflect the activities and requirements of the position, duties may be added, deleted, or modified, as necessary. This description does not constitute a written or implied contract of employment.

The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals. The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions. The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio. Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar). #LI-JP1 Responsibilities * Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines. * Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses. * Support the management of all external relationships. * Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies. * Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required. * Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer. * Prepare documentation for all investment-related audit requests conducted internally or externally. * Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority. * Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company. * Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required. * Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization. Knowledge, Skills and Abilities * Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred. * Financial experience with exposure to accounting practices, long range planning, etc., preferred. * Experience with the development of financial models/tools to convey business impacts. * Excellent verbal and written communication skills. * Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions. * Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action. * Ability to make clear, concise recommendations to all levels of personnel. Education, Experience and Certifications * Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred. * Minimum 4 years of work experience in related field preferred. Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Financial, Investment, Banking, Equity, Bank, Finance

The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals. The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions. The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio. Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar). #LI-JP1 Responsibilities Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines. Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses. Support the management of all external relationships. Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies. Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required. Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer. Prepare documentation for all investment-related audit requests conducted internally or externally. Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority. Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company. Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required. Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization. Knowledge, Skills and Abilities Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred. Financial experience with exposure to accounting practices, long range planning, etc., preferred. Experience with the development of financial models/tools to convey business impacts. Excellent verbal and written communication skills. Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions. Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action. Ability to make clear, concise recommendations to all levels of personnel. Education, Experience and Certifications Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred. Minimum 4 years of work experience in related field preferred. Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.

Job DescriptionDescription: The Property Asset Manager is responsible for the overall performance and management of a portfolio of multi-family properties. This role involves developing and implementing strategic asset management plans, maximizing property value and returns, and ensuring alignment with the company's financial and operational goals. The Asset Manager will work closely with property management team to enhance asset performance and achieve desired outcomes. Requirements: Key Responsibilities: Portfolio Management: Oversee a portfolio of multi-family properties, ensuring that all assets meet or exceed financial performance targets. Develop and implement asset management strategies to maximize property value and cash flow. Conduct regular performance reviews and market analysis to identify opportunities for improvement. Financial Analysis & Reporting: Analyze financial reports, including income statements, budgets, and cash flow projections. Monitor key performance indicators (KPIs) and financial metrics to assess asset performance. Provide regular updates and recommendations to senior management regarding portfolio performance. Capital Improvements & Renovations: Develop and manage capital improvement plans to enhance property value and competitive positioning. Oversee renovation and capital expenditure projects, ensuring they are completed on time and within budget. Risk Management: Identify and mitigate potential risks related to the portfolio, including market fluctuations, regulatory changes, and operational challenges. Ensure compliance with all local, state, and federal regulations related to property management and asset management. Tenant Relations & Occupancy: Work with property management teams to maintain high occupancy rates and tenant satisfaction. Develop and implement strategies to retain tenants and minimize vacancy rates. Budgeting & Forecasting: Develop and manage annual budgets for each property in the portfolio. Provide accurate financial forecasting to support long-term planning and decision-making. Collaboration & Communication: Serve as the primary point of contact between property management teams, investors, and other stakeholders. Foster strong relationships with key partners, including lenders, investors, and contractors. Communicate regularly with senior management on portfolio performance and strategic initiatives. Acquisitions & Dispositions: Assist in the evaluation and due diligence of potential property acquisitions. Manage the disposition process for assets identified for sale, ensuring optimal return on investment. Qualifications: Minimum of 4 years of experience as a Regional Manager or asset manager, with a focus on multi-family properties. Strong financial acumen, with advanced Excel skills. Excellent understanding of real estate market dynamics and property management principles. Proven track record of enhancing property value and performance. Strong analytical, communication, and interpersonal skills. Ability to work independently and as part of a team in a fast-paced environment. Working Conditions: Regular travel to properties within the portfolio is required. Ability to work in an office environment with site visits #HP

We are looking for an experienced Portfolio Risk Specialist to lead and grow the Risk Management Team at Trexquant. In this role, you will be responsible for enhancing our risk management platform, developing key metrics for risk analysis, and proposing and implementing risk mitigation tactics and processes as the notional footprint and number of asset classes in our quantitative portfolio continue to grow. Responsibilities Oversee and analyze risk factor exposures and trends across company portfolios in global markets Develop and manage automated risk models across all traded asset classes, including equities, credit, options, and futures, as well as at the portfolio level Design stress-test experiments and present results to senior research team members to broaden our risk considerations across various markets Partner with the Strategy, Execution, and Capital Allocation teams to develop and implement enhanced risk policies and ensure optimal risk management Collaborate with providers on macro market risk considerations, efficient margin policies, and counterparty exposure Present risk metrics and escalations to senior management and the investment committee to support timely decisions on shifting risk dynamics Bachelor's, Master's, or Ph.D. degree in Mathematics, Statistical Modeling, Computer Science, or another related STEM field 5+ years of experience in portfolio risk management, with exposure to cross-asset portfolios Prior experience at a quantitative hedge fund, bank, or multi-manager platform (preferred) Strong quantitative skills with exceptional attention to detail Proficiency in Python Benefits Competitive salary plus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr

# **JOB SUMMARY**We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION****WHAT YOU WILL DO**Regular duties include (but are not limited to):* Serves as a subject matter expert in SALT.* Expertise in reviewing corporate, partnership and individual state returns.* Proficient in analyzing corporate and partnership nexus issues and delivering SALT nexus studies to clients.* Knowledge in Sales & Use tax, property tax and Unclaimed property is essential.* Expert in administering Voluntary Disclosure Act reports.* Works effectively, efficiently and closely with the federal tax team.* Demonstrates excellence in most advanced technical skills SALT.* Continues to develop SALT expertise and stays abreast of industry news; contributes to staff development by sharing SALT and industry knowledge.* Recognizes complex technical SALT issues, reaches appropriate conclusions and applies authority to support conclusions.* Participates in client related planning, where appropriate.* Effectively communicates all technical material to clients, verbally and in writing.* Proficient in use of necessary discipline software and applications.* Demonstrates excellence in client service and business acumen.* Ensures top quality client service and oversees total SALT engagement activity.* Recognizes needs and issues pertinent to client activity and follows through to implementation.* Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders).* Maintains effective realization rates of fees (determined by Geography & Discipline leaders).* Assists partners/managing directors in managing effective billing and collections.* Appropriately manages risk and ensures quality control procedures are being executed on all SALT engagement activities.* Assists partners/managing directors in planning business strategies in SALT.* Builds client relationships; maintains smooth working relationship with clients.* Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders).* Proactively identifies opportunities to introduce Firm and serves as an active spokesperson.* Represents the firm and area of expertise by making presentations at third party events.* Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism.* Effectively develops, supervises, trains, coaches, and mentor's staff.* Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines.* Promotes the ideals, values, mission, and vision of the firm.* Commands respect as a leader; acts like a role model.* Conducts self with the utmost professionalism and demonstrates respect towards others.* Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff.* Maintains appropriate compliance with all firm wide and local office policies and procedures.* Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.* Assists partners/managing directors in managing administrative activity.* Develop outside relationships with a goal of generating referral sources.* Adhere to firm's policies and procedures.**WHAT WE ARE LOOKING FOR** Experience* 5+ years in relevant position* Public accounting or other professional services environment preferred Education* Minimum Bachelor's degree or other recognized business credential* Bachelor's in Accounting (for Audit or Tax) License / Certification* Must be a CPA* Must maintain required CPE credits annually* May need other industry or specialization certification for specific positions Legal / Compliance* Must complete acknowledgement of Independence Guidelines and Ethical Standards document* Government engagements require ability to obtain a security clearance from the United States government For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. #J-18808-Ljbffr

About this role: Wells Fargo is seeking a Commercial Banking Investment Real Estate Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Research complex credit investigations and diverse credit information for loans * Identify opportunity for process improvements within scope of responsibilities or functional area * Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables * Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements * Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers Required Qualifications: * 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients with annual revenue of $100MM to $2B * Completion of a formal credit training program * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Experience in swiftly adopting and executing change management to enable business growth * Experience developing and maintaining external and internal partnerships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills * Experience with nCino a plus * Bachelor's degree in accounting, finance, or business Job Expectations: * Ability to travel up to 5% of the time * Ability to work a hybrid work schedule * This position does not support Visa Sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Job Locations: * 99 Wood Ave South - Iselin, NJ * 51 JFK Parkway - Short Hills, NJ * 2500 Westchester Avenue - Purchase, NY * 58 Service Road South - Melville, NY * 125 High Street - Boston, MA * 1 Citizens Plaza - Providence, RI * 320 Broad St - Charleston, SC Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description Reports To: Asset Management Department: Rippowam Corporation FLSA Status: Exempt Date Adopted: July 11, 2025 Revision Dates: The Asset Manager is a key member of the Rippowam Corporation team supporting the real estate asset management function for a varied portfolio consisting of affordable housing, mixed-income and mixed-use properties with an emphasis on capital planning activities, strategic planning and long-term maintenance initiatives. The position ensures that the owned real estate portfolio operates at optimal performance and focuses on its long-term sustainability through improvements in capital project management, preventative maintenance, and resource planning. As part of this role, the Asset Manager collaborates with Finance, Operations, Development and Asset Management. Key insights and recommendations based upon onsite observations, commissioned studies, and third-party service providers are pivotal to ensuring successful collaboration. Essential Duties and Responsibilities: Strategic Planning & Capital Oversight Collaborate with the Director of Asset Management to develop and implement property-level and portfolio wide strategic initiatives (e.g., cost containment, sustainability, energy efficiency). Review, commission and implement property Capital Needs Assessments (CNAs) as necessary to maintain asset viability. Evaluate and enhance maintenance policies and procedures to ensure cost-effective use of resources; identify areas for improvement and make recommendations. Develop, maintain, and update annual and long-term preventative maintenance plans for the portfolio. Create a collaborative, long-term capital improvement and operational plan for the portfolio. Assist with the Implementation and monitoring of capital projects. Track and monitor the unit turnover process and recommend process enhancements. Project Management & Vendor Procurement Provide technical assistance and collaboration with Finance, Development and Operations departments on capital and maintenance project initiation. Assist with RFP development, scope of work preparation and contract drafting. Support contract negotiations and development to ensure final contract terms and compliance. Participate as a member of vendor selection committees for capital and maintenance project solicitations. Partner with the Financial and Procurement Analyst to assess vendor and contract performance; recommend changes as needed. Monitor capital projects and manage day-to-day construction supervision. Operational Coordination & Regulatory Compliance Ensure compliance with applicable regulations, building and fire codes, and internal safety standards. Mitigate risk to property and occupants; promote safe working and security of employees and residents. Oversee invoicing for active capital projects, review maintenance and capital expenditures. Serve as primary liaison to condominium association (8 units). Budgeting & Financial Oversight Collaborate with Property Management, Finance, Development and Asset Management to prepare annual in the development and review of annual budgets. Review monthly financial reports to ensure compliance with approved operating and capital budgets. Other Duties as Assigned May be required to perform other related duties as required and/or assigned. Additional asset management and other related responsibilities may be delegated as needed. Knowledge, Skills and Abilities: Positive and professional interpersonal skills; ability to successfully work with residents, employees, vendors, and internal stakeholders. Strong critical thinking, multitasking and decision-making abilities. Highly organized and results-oriented with the ability to meet multiple deadlines. Proven financial analysis, budget planning, and project coordination knowledge and abilities. Familiarity with building systems (Mechanical, Electrical, Plumbing); h elevators, security, utilities, . Knowledge of structural, and architectural elements is strongly preferred. Familiar with and knowledgeable in construction activities; ability to read construction plans, and familiarity with MasterFormat Divisions by Construction Specifications Institute. Ability to be a self-starter who thrives in a fast-paced, team-oriented environment. Minimum Education and Experience: Bachelor's degree in a related field with a minimum of 5 years of direct experience in project management, property, real estate, architecture, engineering, asset or construction management,) Budgeting and capital project experience are strongly preferred. Familiarity with procurement and vendor contracting best practice is strongly preferred. Professional certifications are a plus. Additional Requirements: An assessment may be administered to evaluate competency. A valid driver's license and reliable transportation to visit COC properties is mandatory. Successfully completing a pre-employment drug test, physical exam, background check, and educational/reference verification is mandatory. Estimated Time Allocation 40% Asset Management 30% Capital Projects 15% Procurement 10% Budgets 5% Maintenance Note: This estimate is for illustration purposes only. It will change based on business needs. This position description lists the most significant duties of this role. However, this description is not intended to be an all-inclusive list of responsibilities, skills or working conditions associated with the position. Although it is intended to accurately reflect the activities and requirements of the position, duties may be added, deleted, or modified, as necessary. This description does not constitute a written or implied contract of employment.

A leading professional services firm in Melville, NY, is seeking a Tax Manager to oversee client relationships and financial review processes. The ideal candidate will have expertise in state and local tax matters (SALT) and at least 5 years of relevant experience, preferably in public accounting. Competitive compensation and benefits, including health insurance and PTO, are offered. This role presents an opportunity to thrive in a collaborative environment while impacting diverse clients across various industries. #J-18808-Ljbffr

**About this role:** Wells Fargo is seeking a Commercial Banking Investment Real Estate Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Research complex credit investigations and diverse credit information for loans + Identify opportunity for process improvements within scope of responsibilities or functional area + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers **Required Qualifications:** + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with complex credit, underwriting, and debt structure for Investment Real Estate clients with annual revenue of $100MM to $2B + Completion of a formal credit training program + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management + Experience in swiftly adopting and executing change management to enable business growth + Experience developing and maintaining external and internal partnerships + Experience identifying and mitigating risk, ensuring compliance with processes and procedures + Excellent verbal, written, and interpersonal communication skills + Experience with nCino a plus + Bachelor's degree in accounting, finance, or business **Job Expectations:** + Ability to travel up to 5% of the time + Ability to work a hybrid work schedule + This position does not support Visa Sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Job Locations:** + 99 Wood Ave South - Iselin, NJ + 51 JFK Parkway - Short Hills, NJ + 2500 Westchester Avenue - Purchase, NY + 58 Service Road South - Melville, NY + 125 High Street - Boston, MA + 1 Citizens Plaza - Providence, RI + 320 Broad St - Charleston, SC **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515961