Portfolio manager jobs in Tampa, FL - 328 jobs

Details This is Full-Time Benefit Eligible position working 80 hours per biweekly pay period. Shift: Monday - Friday Annual Salary: Min $73,840.00 Mid $92,310.40 Position Summary Investigates and resolves incidents and grievances; secures evidence; creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues; facilitates corrective action plans; trends and analyzes risk reports; assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Initiates reports to insurance carrier and regulatory agencies; assesses damages and injury for claims, answers interrogatories and request to produce for claims, prepares staff for depositions and trials, and manages and coordinates claims with defense counsel. Identifies opportunities for the improvement of quality, safety and cost, as well as patient, customer, and employee satisfaction. Position Responsibilities People At The Heart Of All That We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. Standard Work Duties: Healthcare Risk Manager Investigates and resolves incidents and grievances (including sexual misconduct allegations, and reports to appropriate regulatory agencies, when required); creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues. Monitors and manages legal claims with defense counsel, sets reserves, interviews person(s) involved in claims, assists with depositions and trials, answers interrogatories. Assists with developing educational programs and learning modules for orientation and ongoing education, as well as upon request by various departments regarding risk topics. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Assists with managing Patient Safety Work Product via Patient Safety Organization Conducts Serious Incident meetings and Root Cause Analyses; provides clinical and/or risk expertise to requested committees and process reviews, as needed. Assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. People At The Heart Of All We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Guide Projects Using Acceptable Standards And ITIL Framework Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Competencies & Skills Essential: Excellent verbal and written communications, analytical ability, and computer literacy. Excellent presentation skills and organizational skills. Claims handling skills which include dealing with difficult people, and assessing damage. Excellent investigative skills. Maturity, ethics, and strong negotiating skill Conflict resolution skills Qualifications & Experience Essential: Bachelor Degree Nonessential: Master Degree Experience Essential: - Meets “Qualified Healthcare Risk Manager” competencies in accordance with Fla. Stat. 395.0197(2). - Staff RN experience (in lieu of Staff RN experience, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered). Licenses Essential: Registered Nurse (in lieu of Registered Nurse license, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered) Experience Preferred: Previous management Certifications Preferred: Certified Professional in Healthcare Risk Manager (CPHRM)

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. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **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 . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **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 ************************** .

Credit Portfolio Manager -Tampa, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Tampa, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices Workplace: On-site in Tampa, FL Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: 7+ years of experience in commercial credit or portfolio management Bachelor's degree required; preferably in Finance, Accounting, or Economics Proficiency in financial analysis, including global cash flow and credit risk evaluation Experience preparing credit packages and pricing models Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: Evaluate loan requests and perform risk assessments for commercial borrowers and prospects Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions Conduct financial spreads, narrative preparation, and loan pricing analyses Complete credit presentations and coordinate loan closings and renewals Perform ongoing portfolio monitoring, including annual reviews and covenant compliance Stay informed on industry trends and sector-specific risks Ensure timely and accurate collection of financial documentation and compliance with internal policies

This position as portfolio manager is with a privately held global asset management firm where you will be provided a roster of high\-net\-worth clients with a specialized approach to private clients. The unique structure of this firm allows separation of sales and client service, so you don't have to wear the "many hats" of a typical Financial Advisor. The Opportunity: As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision\-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee\-only fiduciary firm, so our compensation structure aligns with our clients' best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm's unique approach. Responsibilities: Build trusting relationships with our clients and educate them on our top\-down portfolio strategy, their investments and important market events. Connect with clients on a quarterly basis to review their asset allocation Rely on our sales team to gradually build your roster of high\-net\- clients within the first year. Qualifications: 3+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638388676","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"2\-3 years"},{"field Label":"Number of Positions","uitype":32,"value":"1"},{"field Label":"City","uitype":1,"value":"Tampa"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33601"}],"header Name":"Portfolio Manager","widget Id":"378093000000072311","awli IntegId":"urn:li:organization:1411742","is JobBoard":"false","user Id":"378093000000130003","attach Arr":[],"awli ApiKey":"77gw3gb4ttl7ip","custom Template":"4","awli HashKey":"d6b560ee8d04f1cbfdfac6d30b1cf1fde534aa5c6f6221e1e1b7078ce6ac91fbf6898242998772b76f21a6be4c9b3c4e0278c6cfc19b5f68575884ad99d5452f","is CandidateLoginEnabled":false,"job Id":"378093000012361031","FontSize":"15","location":"Tampa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0ystidff581bf4b8e4a74850852e397978eba"}

PRIMARY PURPOSE: The Portfolio Manager I supports the prioritization and progression of IT requests through USF's intake and governance processes. They contribute to maximizing impact by helping make work visible, supporting clarity, and reinforcing process quality. In this role, they assist in identifying and tracking valuable work, coordinating governance activities, and escalating issues that may block progress. They are learning to activate flow and decision-making by supporting experienced Portfolio Managers, while helping others improve the quality of requests and increase alignment to USF's strategic goals. This role is pivotal in enabling and operating lean-agile delivery, supporting the Agile Transformation Office's (ATO) efforts to provide agile training, coaching, tools, and governance. The position works closely with Product Managers and Release Train Engineers (RTEs) to enhance agile practices and align with SAFe principles. ORGANIZATIONAL SUMMARY: Located in the vibrant and diverse Tampa Bay region of Florida's gulf coast, the University of South Florida (USF) is a Preeminent State Research University with campuses in Tampa, St. Petersburg and Sarasota-Manatee. Rated as one of the top places to live in the U.S., Tampa Bay offers a high quality of life, year-round sunshine, and easy access to top-rated entertainment. USF is one of the nation's largest public universities, serving more than 50,000 students with an annual budget of $1.8 billon. Over the past five years, USF has been the fastest-rising university in the nation, public or private, on the U.S. News and World Report's list of best universities, which it ranks as the 44 th best public university in America. USF is proud to be an innovating partner within the Tampa Bay region, listed by Forbes as the top emerging tech city in the country. USF Information Technology (USF IT) provides technology services and support for the University of South Florida. The IT team, led by the Vice President and CIO, provides the following services: Administrative Services, Client Support, Communication Services, Teaching and Learning, Analytics and Reporting, Mobile and Web Services, Consulting Services, Cybersecurity Service and Research Technologies. For more information, please visit: Information Technology | University of South Florida (usf.edu) ADDITIONAL INFO FOR APPLICANTS: The selected candidate must have current work authorization in the United States. This position is not eligible for Visa Sponsorship. USF offers GREAT BENEFITS to full time employees!! Medical Insurance Dental Insurance Vision Insurance Paid Vacation Days Paid Sick Days 11 Paid Holidays Various Retirement Options, including 401K employer match Tuition Assistance (available for yourself, spouse, partner or dependent) For more information about your total compensation package and other USF benefits, please visit: Work at USF MINIMUM QUALIFICATIONS: Bachelor's degree in Business, Engineering, Computer Science, or an IT-related field, OR 4 years of IT or project management experience, or a combination of relevant experience and education. SOFT SKILLS: Communication Collaboration Organization PRIMARY JOB DUTIES: Flow Leadership: Ensures the consistent flow of requests by applying portfolio management standards with primary accountability for the process from request initiation through prioritization. Utilizes metrics in accordance with ATO standards (such as Flow Time) to keep requests consistently moving through the portfolio. Portfolio Governance: Ensures that requests meet standards based on governance as they enter and exit processes within the portfolio. Support facilitation of governance events (e.g., backlog reviews) and help document decisions and ensure resolution of action items. Coaching & Enablement: Provide coaching to support stakeholders of and roles involved in the processes for requests within the portfolio to be approved and prioritized. Maintain standardized documentation and templates for artifacts that are part of the processes to manage requests through the portfolio. Portfolio Reviews & Continuous Improvement: Prepare data and materials for Portfolio Reviews. Document key outcomes and help track follow-up actions. Support retrospective activities by gathering feedback and identifying minor improvements. Strategic Relationships & Communication: Maintain intake tracking systems and help prepare reports and status updates. Respond to stakeholder questions with timely updates under supervision. Performs other duties as assigned.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management + Effectively Implement Portfolio Management Group Strategic Initiatives and may provide input + Leverage resources to maintain and increase efficiency to focus on clients at an effective level + Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports + Execute the Regions Client Experience at an advanced level + Initiates and monitors required actions related to modeling and trading of client accounts + Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships + Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners + Participates in and may lead project teams as assigned by PMG leadership + May serve as a liaison between portfolio managers and PMG leadership + May serve as a mentor or leader to other portfolio managers This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Bachelor's Degree or International Equivalent + Seven (7) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent **Preferences** + Bachelor's degree in Business Administration, Finance or Economics + Technical Training in financial and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in applicable computer software programs + Verbal and written communication skills **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $125,813.60 USD **_Median:_** $168,920.00 USD **Incentive Pay Plans:** This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Downtown Tampa **Location:** Tampa, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job DescriptionDescription: Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements: Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.

PRIMARY PURPOSE: The Portfolio Manager I supports the prioritization and progression of IT requests through USF's intake and governance processes. They contribute to maximizing impact by helping make work visible, supporting clarity, and reinforcing process quality. In this role, they assist in identifying and tracking valuable work, coordinating governance activities, and escalating issues that may block progress. They are learning to activate flow and decision-making by supporting experienced Portfolio Managers, while helping others improve the quality of requests and increase alignment to USF's strategic goals. This role is pivotal in enabling and operating lean-agile delivery, supporting the Agile Transformation Office's (ATO) efforts to provide agile training, coaching, tools, and governance. The position works closely with Product Managers and Release Train Engineers (RTEs) to enhance agile practices and align with SAFe principles. ORGANIZATIONAL SUMMARY: Located in the vibrant and diverse Tampa Bay region of Florida's gulf coast, the University of South Florida (USF) is a Preeminent State Research University with campuses in Tampa, St. Petersburg and Sarasota-Manatee. Rated as one of the top places to live in the U.S., Tampa Bay offers a high quality of life, year-round sunshine, and easy access to top-rated entertainment. USF is one of the nation's largest public universities, serving more than 50,000 students with an annual budget of $1.8 billon. Over the past five years, USF has been the fastest-rising university in the nation, public or private, on the U.S. News and World Report's list of best universities, which it ranks as the 44th best public university in America. USF is proud to be an innovating partner within the Tampa Bay region, listed by Forbes as the top emerging tech city in the country. USF Information Technology (USF IT) provides technology services and support for the University of South Florida. The IT team, led by the Vice President and CIO, provides the following services: Administrative Services, Client Support, Communication Services, Teaching and Learning, Analytics and Reporting, Mobile and Web Services, Consulting Services, Cybersecurity Service and Research Technologies. For more information, please visit: Information Technology | University of South Florida (usf.edu) ADDITIONAL INFO FOR APPLICANTS: The selected candidate must have current work authorization in the United States. This position is not eligible for Visa Sponsorship. USF offers GREAT BENEFITS to full time employees!! * Medical Insurance * Dental Insurance * Vision Insurance * Paid Vacation Days * Paid Sick Days * 11 Paid Holidays * Various Retirement Options, including 401K employer match * Tuition Assistance (available for yourself, spouse, partner or dependent) For more information about your total compensation package and other USF benefits, please visit: Work at USF Working at USF With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF's rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida's best large employers, ranked No. 1 among the state's 12 public universities. Our first-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts. About USF The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF's Division I athletics teams compete in the American Athletic Conference. Learn more at ************ Compliance and Federal Notices This position may be subject to a Level 1 or Level 2 criminal background check. Applicants have rights under Federal Employment Laws: The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law. The University maintains programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws. Family and Medical Leave Act (FMLA) Applicants for USF employment are entitled to request reasonable accommodation(s) in the application process. A request is to be made at least five (5) working days prior to the time the accommodation(s) is needed. Visit the Central Human Resources ADA Accommodations webpage for more information on requesting an accommodation during the application/interview process. Equal Employment Opportunity The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law. The University maintains affirmative action programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws. This job description does not constitute an employment contract. The Portfolio Manager I supports the prioritization and progression of IT requests through USF's intake and governance processes. They contribute to maximizing impact by helping make work visible, supporting clarity, and reinforcing process quality. MINIMUM QUALIFICATIONS: Bachelor's degree in Business, Engineering, Computer Science, or an IT-related field, OR 4 years of IT or project management experience, or a combination of relevant experience and education. SOFT SKILLS: * Communication * Collaboration * Organization PRIMARY JOB DUTIES: * Flow Leadership: Ensures the consistent flow of requests by applying portfolio management standards with primary accountability for the process from request initiation through prioritization. Utilizes metrics in accordance with ATO standards (such as Flow Time) to keep requests consistently moving through the portfolio. * Portfolio Governance: Ensures that requests meet standards based on governance as they enter and exit processes within the portfolio. Support facilitation of governance events (e.g., backlog reviews) and help document decisions and ensure resolution of action items. * Coaching & Enablement: Provide coaching to support stakeholders of and roles involved in the processes for requests within the portfolio to be approved and prioritized. Maintain standardized documentation and templates for artifacts that are part of the processes to manage requests through the portfolio. * Portfolio Reviews & Continuous Improvement: Prepare data and materials for Portfolio Reviews. Document key outcomes and help track follow-up actions. Support retrospective activities by gathering feedback and identifying minor improvements. * Strategic Relationships & Communication: Maintain intake tracking systems and help prepare reports and status updates. Respond to stakeholder questions with timely updates under supervision. * Performs other duties as assigned.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of investment experience Preferred Skills/Experience - Thorough understanding of investment management - Strong knowledge of finance, economics and general business - Strong sales and relationship management/client services skills - Ability to effectively present investment strategies to high and ultra high net worth clients - Ability to make critical decisions independently - Excellent interpersonal and verbal and written communication skills Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,695.00 - $146,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Responsibilities * Primary focus on Senior Housing assets in Tampa, FL with expansion to other markets in future * Support Lab and Outpatient Medical Assets as needed * Technical expertise * Provide technical support to the property management and building engineers * Conduct property condition assessments on a regular schedule for portfolio properties and during due diligence as needed * Review preventative maintenance performance to drive improvements and identify capital needs * Provide project management oversight and act as owner's representative to ensure capital is deployed as effectively as possible * Provide regular project updates * Manage project execution inclusive of tenant improvement projects * Attend key milestone meetings * Drive key decisions and course corrections * Project management and cost analysis * Evaluate and identify opportunities to improve property value through reducing utility consumption or otherwise reducing operating expenses * Responsible for the development and execution of portfolio capital strategy * Ensure technical capability of portfolio increases through vendor partnerships and training * Manage insurance claims on behalf of the owner * Collaborate with facility operators to develop and execute remediation plans * Coordinate with remediation contractors on key technical and operational decisions * Liaise with insurance adjusters and representatives to ensure accurate documentation and alignment throughout the claims process * Budgeting and Forecasting * Participate in preparation of annual capital budgets, tracking of monthly capital spend, and monthly capital forecasting by coordinating and communicating closely with property management and leasing teams * Responsible for tracking year-to-date progress of capital spend * Communication * Communicate with property management team and operators on an ongoing basis * Oversee and provide guidance to operators and third-party providers * Lead preparation and emergency response to all portfolio emergencies including natural disasters * Provide support for emergency communications and tracking material incidents and status of owned properties during natural disasters. Collaborate with asset management and operating partners on portfolio strategy * Collaborate with peers across multiple portfolios to identify best practices and opportunities for improvement across property types * Other Responsibilities * Lead portfolio sustainability plans and execution * Involvement in special initiatives requiring presentations to key stakeholders * Reviewing contracts and providing input for legal review * Build relationships with key vendors Position Requirements: * Bachelor's Degree in Mechanical, Electrical, Civil Engineering, Construction Management or Architectural preferred * At least 4 years of work experience in mechanical engineering, building design, construction management, project management, architecture field or closely related facility management environment * Experience in capital planning and cost estimating * Superior verbal and written communication skills, strong interpersonal skills * Staff management experience a plus * Strong research skills and ability to source a solution/option quickly when presented with a challenge * Adept at managing multiple priorities and tasks concurrently with limited oversight * Advanced Excel skills and working knowledge of Microsoft Office Suite - Word, PowerPoint, and Outlook * Strong analytical and problem-solving skills with the ability to work in a fast paced, high-volume environment * Demonstrate excellent organizational skills and attention to detail * Demonstrate an understanding of finance and real estate concepts * Ability to solve problems and facilitate creative solutions * Drive process improvement * Ability to safely climb and descend vertical ladders, navigate difficult terrain and tight spaces such as attics, building rooftops, or crawl spaces if deemed safe and necessary, and walk 5-10 miles per day without issue * Ability to work efficiently remotely and communicate effectively while traveling; ability to work well independently and in team/group environments * Travel as necessary up to 30%

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.

Job Description Prosperity Capital Partners, a high-performing real estate investment firm, is seeking a results-driven Asset Manager to join our growing team. This critical role demands a proactive leader with a proven ability to drive financial performance, oversee operational excellence, and manage multifaceted projects across a diverse real estate portfolio. The ideal candidate is highly analytical, a confident decision-maker, and skilled in identifying both risks and opportunities that impact asset value and profitability. You'll collaborate with on-site and regional teams, hold internal and external stakeholders accountable, and ensure strategic execution aligns with company standards and investment objectives. If you're eager to work in a fast-paced environment where you can make a direct impact on a growing $400M+ portfolio-with plans to double in the next 36 months-we invite you to join a company built on performance, growth, and value creation. Prosperity Capital Partners is a private equity firm located in Largo, FL of the Greater Tampa Bay area. In business for over 20 years, Prosperity believes in being forward-looking and creating a better future for our company, our investments, our investors, and the thousands of tenants and community members we impact at our multifamily assets. At Prosperity, the Asset Manager team is the lifeblood of our operations. This role is responsible for the analysis and financial management of a portfolio of multifamily properties located in the Southeast. Ideal candidates must possess and exemplify strong leadership skills, project management, and strong communication skills while maintaining a teamwork mindset. Our Asset Management teams oversees our assets through regular correspondence with internal and external team members, investors, our third-party on-site managers, regionals, corporate staff, and vendors, thus a teamwork mentality is crucial for this role. Our Asset Managers are responsible for implementing our company business plans at each asset, adhering to company standards, managing, and driving financial and operational property performance, reviewing monthly and annual financial performance. The AM team completes annual budget reviews and approvals compared to underwriting, manages capital improvements projects, lender and investor reporting and ensures achievement of overall financial goals for each location. Consistent assessment of each asset's performance and subsequent adjustments for improvement are part of the daily operational responsibilities for each Asset Manager. As we grow with acquisitions, we rely on the insight and input of our AM team as part of the evaluation process for new investments and underwriting. Thus, an ideal individual is one who has the ability to see the overall high-level financial picture and possesses the ability to pivot between macro-management of projects and micromanagement, as needed for performance and achievement. Our Asset Manager role requires someone who possesses strength in both written and verbal communication and computer skills, exemplifies the ability to take strong initiative, is well-organized, detail-oriented, and able to communicate clearly with individuals or groups. Prior experience in property management and property management operating systems is a necessity. This is an in-office position located in Largo, FL which is in the beautiful Greater Tampa Bay area and remote positions are not currently available. As we must inspect what we expect, this role does require up to 25% travel to assets based on the needs of the properties. We offer a competitive salary based on professional experience, benefits, and administrative and team support. If you're ready to join an active real estate team that can utilize your talents and help you establish a career with a fast-paced dynamic company, with room to grow, then we are looking forward to speaking with you! Compensation: $85,000 - $110,000 yearly Responsibilities: Manages company complexes according to investment preferences and goals Meets with the CEO to assess asset status, needs, risks, goals, and progress Prepares financial statements, business activity reports, monthly and quarterly investment summaries and forecasts Develops, organizes, and maintains assigned portfolios Studies sub-market trends to maximize profits and identify growth opportunities while identifying potential challenges Supervises employees who assist in financial reporting and budgeting Coordinates with third-party property managers, regionals, and other third-party vendors Fosters and maintains positive team relationships Assesses financials monthly Review financial reports to find opportunities to reduce costs and hit performance targets Compiles and presents asset management reports to clients, supervisors, and senior executives Contributes to team efforts by accomplishing related tasks as needed Qualifications: Minimum 3+ years in asset management, property operations, or real estate investment preferred Strong analytical and financial modeling skills with a demonstrated ability to drive asset performance Project management proficiency-able to prioritize, delegate, and lead initiatives to completion Excellent communication and leadership skills with the ability to influence cross-functional teams Track record of accountability, follow-through, and achieving measurable results High attention to detail, strong organizational skills, and a proactive, solutions-focused mindset Adept with excel financial reporting tools and property management software (Yardi experience is a plus) About Company We are a growing company in the multifamily space. Operating since 2003, we provide stability and continue to be in the top percentage of similar investment companies. We have $400 million in assets which will double in the next 36 months. Make an impact with your contribution and have the opportunity to advance in our firm! Health care benefits and 401k are available, join a team that is committed to improving the lives of our residents and the results of our investors! Our core values drive our daily decisions! Core Values: Deliver Value through achieving results Make a positive impact Excellence is our standard Committed to continuous growth (CANI) Loyalty & Accountability

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership * Lead DAM engagements from discovery through implementation and rollout. * Run workshops to understand client challenges, content workflows, and current pain points. * Translate business needs into clear requirements and recommendations. * Present solutions and progress updates to senior stakeholders. * Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation * Define requirements for metadata, taxonomy, asset types, permissions, and workflows. * Develop content lifecycle processes (ingestion, review, approval, archive). * Build governance guidelines and future-state operating models. * Partner with DAM vendors and internal technical teams during configuration and deployment. * Oversee asset migration planning, mapping, and quality checks. Platform Knowledge * Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) * Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance * Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. * Develop metadata frameworks and controlled vocabularies. * Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding * Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. * Work with architects and developers on integration patterns, APIs, and connectors. * Ensure integrations meet business and workflow needs. AI & Automation (a plus) * Stay current on AI/ML capabilities for auto-tagging and content classification. * Advise clients on when and how to leverage AI for improved search, tagging, and asset management. * Help define tagging confidence thresholds and related governance. Qualification Basic Qualifications: * 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: * Strong background in taxonomy, metadata modeling, and governance. * Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: * Proven ability to lead complex projects and facilitate executive-level conversations. * Solid understanding of integrations and content workflows. * Experience with AI-driven tagging or similar technologies is a plus. * Consulting experience preferred. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 Locations

JobID: 210698662 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: * Monitor and analyze the progress of active account and book reviews, as well as staff productivity. * Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. * Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. * Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. * Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. * Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. * Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. * Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. * Identify and escalate potential issues to appropriate parties for further action. * Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. * Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: * Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. * Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. * Eagerness to engage directly with clients and advisors. * Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. * Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. * Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. * Excellent written and verbal communication skills, including the ability to communicate with all levels of management. * Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. * Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. * Ability to build relationships across business functions to obtain necessary information for conducting reviews. * Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: * Bachelor's Degree preferred. * Experience as a Supervisory or Compliance professional preferred. * Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. * Experience working alongside Advisors preferred. * Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

This a privately held global asset management where you will be provided a roster of high\-net\-worth clients a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Opportunity: As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision\-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee\-only fiduciary firm, so our compensation structure aligns with our clients' best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm's unique approach. Responsibilities: Build trusting relationships with our clients and educate them on our top\-down portfolio strategy, their investments and important market events. Connect with clients on a quarterly basis to review their asset allocation Rely on our sales team to gradually build your roster of high\-net\- clients within the first year. Qualifications: 3+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638388676","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Number of Positions","uitype":32,"value":"1"},{"field Label":"City","uitype":1,"value":"Tampa"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33592"}],"header Name":"Portfolio Manager","widget Id":"378093000000072311","awli IntegId":"urn:li:organization:1411742","is JobBoard":"false","user Id":"378093000000130003","attach Arr":[],"awli ApiKey":"77gw3gb4ttl7ip","custom Template":"4","awli HashKey":"d6b560ee8d04f1cbfdfac6d30b1cf1fde1e79d83e320c8728779eb55f2ef12e357f912f35cf41ef014dff0b957c386169f31aa53b878839eb8045bbd3361d209","is CandidateLoginEnabled":false,"job Id":"378093000011824001","FontSize":"15","location":"Tampa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0ystidff581bf4b8e4a74850852e397978eba"}

Full-time Description Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment. Salary Description $45,000 to $55,000

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). **Basic Qualifications** - Bachelor's degree, or equivalent work experience - 10 or more years of investment experience **Preferred Skills/Experience** - Thorough understanding of investment management - Strong knowledge of finance, economics and general business - Strong sales and relationship management/client services skills - Ability to effectively present investment strategies to high and ultra high net worth clients - Ability to make critical decisions independently - Excellent interpersonal and verbal and written communication skills **Location** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,695.00 - $146,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

Job DescriptionPosition Responsibilities Primary focus on Senior Housing assets in Tampa, FL with expansion to other markets in future Support Lab and Outpatient Medical Assets as needed Technical expertise Provide technical support to the property management and building engineers Conduct property condition assessments on a regular schedule for portfolio properties and during due diligence as needed Review preventative maintenance performance to drive improvements and identify capital needs Provide project management oversight and act as owner's representative to ensure capital is deployed as effectively as possible Provide regular project updates Manage project execution inclusive of tenant improvement projects Attend key milestone meetings Drive key decisions and course corrections Project management and cost analysis Evaluate and identify opportunities to improve property value through reducing utility consumption or otherwise reducing operating expenses Responsible for the development and execution of portfolio capital strategy Ensure technical capability of portfolio increases through vendor partnerships and training Manage insurance claims on behalf of the owner Collaborate with facility operators to develop and execute remediation plans Coordinate with remediation contractors on key technical and operational decisions Liaise with insurance adjusters and representatives to ensure accurate documentation and alignment throughout the claims process Budgeting and Forecasting Participate in preparation of annual capital budgets, tracking of monthly capital spend, and monthly capital forecasting by coordinating and communicating closely with property management and leasing teams Responsible for tracking year-to-date progress of capital spend Communication Communicate with property management team and operators on an ongoing basis Oversee and provide guidance to operators and third-party providers Lead preparation and emergency response to all portfolio emergencies including natural disasters Provide support for emergency communications and tracking material incidents and status of owned properties during natural disasters. Collaborate with asset management and operating partners on portfolio strategy Collaborate with peers across multiple portfolios to identify best practices and opportunities for improvement across property types Other Responsibilities Lead portfolio sustainability plans and execution Involvement in special initiatives requiring presentations to key stakeholders Reviewing contracts and providing input for legal review Build relationships with key vendors Position Requirements: Bachelor's Degree in Mechanical, Electrical, Civil Engineering, Construction Management or Architectural preferred At least 4 years of work experience in mechanical engineering, building design, construction management, project management, architecture field or closely related facility management environment Experience in capital planning and cost estimating Superior verbal and written communication skills, strong interpersonal skills Staff management experience a plus Strong research skills and ability to source a solution/option quickly when presented with a challenge Adept at managing multiple priorities and tasks concurrently with limited oversight Advanced Excel skills and working knowledge of Microsoft Office Suite - Word, PowerPoint, and Outlook Strong analytical and problem-solving skills with the ability to work in a fast paced, high-volume environment Demonstrate excellent organizational skills and attention to detail Demonstrate an understanding of finance and real estate concepts Ability to solve problems and facilitate creative solutions Drive process improvement Ability to safely climb and descend vertical ladders, navigate difficult terrain and tight spaces such as attics, building rooftops, or crawl spaces if deemed safe and necessary, and walk 5-10 miles per day without issue Ability to work efficiently remotely and communicate effectively while traveling; ability to work well independently and in team/group environments Travel as necessary up to 30% Powered by JazzHR 1YNHDGN0Ke

Prosperity Capital Partners, a high-performing real estate investment firm, is seeking a results-driven Asset Manager to join our growing team. This critical role demands a proactive leader with a proven ability to drive financial performance, oversee operational excellence, and manage multifaceted projects across a diverse real estate portfolio. The ideal candidate is highly analytical, a confident decision-maker, and skilled in identifying both risks and opportunities that impact asset value and profitability. You'll collaborate with on-site and regional teams, hold internal and external stakeholders accountable, and ensure strategic execution aligns with company standards and investment objectives. If you're eager to work in a fast-paced environment where you can make a direct impact on a growing $400M+ portfolio-with plans to double in the next 36 months-we invite you to join a company built on performance, growth, and value creation. Prosperity Capital Partners is a private equity firm located in Largo, FL of the Greater Tampa Bay area. In business for over 20 years, Prosperity believes in being forward-looking and creating a better future for our company, our investments, our investors, and the thousands of tenants and community members we impact at our multifamily assets. At Prosperity, the Asset Manager team is the lifeblood of our operations. This role is responsible for the analysis and financial management of a portfolio of multifamily properties located in the Southeast. Ideal candidates must possess and exemplify strong leadership skills, project management, and strong communication skills while maintaining a teamwork mindset. Our Asset Management teams oversees our assets through regular correspondence with internal and external team members, investors, our third-party on-site managers, regionals, corporate staff, and vendors, thus a teamwork mentality is crucial for this role. Our Asset Managers are responsible for implementing our company business plans at each asset, adhering to company standards, managing, and driving financial and operational property performance, reviewing monthly and annual financial performance. The AM team completes annual budget reviews and approvals compared to underwriting, manages capital improvements projects, lender and investor reporting and ensures achievement of overall financial goals for each location. Consistent assessment of each asset's performance and subsequent adjustments for improvement are part of the daily operational responsibilities for each Asset Manager. As we grow with acquisitions, we rely on the insight and input of our AM team as part of the evaluation process for new investments and underwriting. Thus, an ideal individual is one who has the ability to see the overall high-level financial picture and possesses the ability to pivot between macro-management of projects and micromanagement, as needed for performance and achievement. Our Asset Manager role requires someone who possesses strength in both written and verbal communication and computer skills, exemplifies the ability to take strong initiative, is well-organized, detail-oriented, and able to communicate clearly with individuals or groups. Prior experience in property management and property management operating systems is a necessity. This is an in-office position located in Largo, FL which is in the beautiful Greater Tampa Bay area and remote positions are not currently available. As we must inspect what we expect, this role does require up to 25% travel to assets based on the needs of the properties. We offer a competitive salary based on professional experience, benefits, and administrative and team support. If you're ready to join an active real estate team that can utilize your talents and help you establish a career with a fast-paced dynamic company, with room to grow, then we are looking forward to speaking with you! Manages company complexes according to investment preferences and goals Meets with the CEO to assess asset status, needs, risks, goals, and progress Prepares financial statements, business activity reports, monthly and quarterly investment summaries and forecasts Develops, organizes, and maintains assigned portfolios Studies sub-market trends to maximize profits and identify growth opportunities while identifying potential challenges Supervises employees who assist in financial reporting and budgeting Coordinates with third-party property managers, regionals, and other third-party vendors Fosters and maintains positive team relationships Assesses financials monthly Review financial reports to find opportunities to reduce costs and hit performance targets Compiles and presents asset management reports to clients, supervisors, and senior executives Contributes to team efforts by accomplishing related tasks as needed Minimum 3+ years in asset management, property operations, or real estate investment preferred Strong analytical and financial modeling skills with a demonstrated ability to drive asset performance Project management proficiency-able to prioritize, delegate, and lead initiatives to completion Excellent communication and leadership skills with the ability to influence cross-functional teams Track record of accountability, follow-through, and achieving measurable results High attention to detail, strong organizational skills, and a proactive, solutions-focused mindset Adept with excel financial reporting tools and property management software (Yardi experience is a plus)