Portfolio manager jobs in Texas

A private real estate investment and management firm is seeking an Asset Manager to oversee a portfolio of owned multifamily assets. This role is responsible for driving operational performance, enhancing financial results, overseeing capital improvement plans, and managing insurance and property tax matters. The successful candidate will combine strategic thinking with hands-on execution to maximize asset value and mitigate operational risk. Responsibilities: Oversee third-party property management teams to improve revenue, control expenses, and protect asset value. Create annual business plans, budgets, and capital improvement strategies. Coordinate with contractors, engineers, attorneys, and accountants on property operations and initiatives. Lead day-to-day operational oversight, resolve issues, and participate in weekly operations and leasing calls. Review financial, leasing, and operational reports to identify performance trends and issues. Manage multiple projects across various phases while meeting deadlines in a high-volume environment. Prepare and review financial packages, loan compliance documentation, and construction draw requests. Monitor leasing activity, concessions, occupancy, and rent collections. Conduct feasibility analyses for rent strategies, capital projects, and operational improvements. Interpret leases, loan documents, and service contracts to support decision-making. Oversee capital projects from planning to completion, ensuring quality and adherence to timelines. Administer insurance programs, including premiums, COIs, claims, and portfolio-wide compliance. Support acquisition due diligence, onboarding, refinancing, and dispositions. Maintain active market knowledge to benchmark performance and inform strategy. Conduct regular site visits and property inspections. Perform ad-hoc analysis and special projects as needed. Qualifications: Bachelor's degree in a related field. 5+ years of experience in real estate asset management or multifamily operations. Strong analytical skills and proficiency in financial modeling and reporting. Highly organized, detail-oriented, and able to manage several projects independently. Strong communication skills and ability to build strong relationships with internal and external partners. Proficient in MS Office Suite; experience with Yardi, or similar property management systems. Ability to thrive in an entrepreneurial, fast-paced environment

Dalfen Industrial is looking for an Asset Manager to join its team based in Dallas, TX. This role will primarily be responsible for strategic planning, leasing, financial analyses, development of both operational and capital budgets, reporting on a quarterly and annual basis with regards to the performance of each asset and analyzing returns. The asset manager will report to the VP Asset Management. Position Responsibilities Analyze financial terms of lease proposals, using effective lease/rent calculations and net present value for leases. Determine if potential leases are consistent with current market conditions and meet long-term asset expectations from a financial perspective Oversee management of property operations for the assets Develop, draft and present material recommendations regarding the property's operations, capital plan or investment strategy for Investment Committee Oversee general property level analysis functions (i.e., CAM reconciliation's, PM contracts, construction) Prepare, review and approve budgets which will implement your strategic business plans Perform economic analysis of all potential lease transactions to verify consistency with budget and/or proforma Conduct in-depth market research to fully understand the position of each asset in its respective market from a leasing and investment perspective and all underlying factors which may influence it. Update demographic and market information for each asset for strategic planning and reporting purposes Assume responsibility for initial capital and operating budgets as well as review and approve acquisition underwriting assumptions Review leases and lease abstracts, capital improvement budgets, and operational budgets Skills & Experience Undergraduate degree required, preferably in Business, Commerce, Finance, Accounting, Real Estate or equivalent Advanced degree and/or professional designation, (i.e. RPA, CFA and/or CPM) an asset Minimum 7 years of related real estate and asset management experience. Strong knowledge of Argus, Yardi and Excel Must be able to work in fast-paced environment with ability to effectively and efficiently manage multiple projects Exceptional written and verbal communication skills, including ability to articulate recommendations in concise and timely manner Company Overview Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 9 offices, offering a challenging and fast-paced work environment. Visit ************** for more information.

A U.S.-based, vertically integrated real estate investment, development, and asset management firm that acquires, redevelops, and manages a diverse portfolio of real estate assets nationwide. The firm also manages private real estate funds and credit vehicles, enabling it to deploy both equity and debt capital across market cycles. Its platform is active across residential, retail, mixed-use, land development, hospitality, and industrial properties, with a track record of repositioning complex assets and creating long-term value through disciplined investment and hands-on management. The company operates with institutional standards and entrepreneurial agility-overseeing the full investment lifecycle from acquisition and capitalization through development, leasing, and asset performance. Position Overview: The Head of Asset Management will lead the performance, strategy, and value creation efforts across the firm's diverse portfolio of real estate assets. This executive will be responsible for optimizing portfolio value, driving financial performance, and ensuring operational excellence across all asset classes. The role requires a sophisticated understanding of investment strategy, property operations, and capital markets, as well as the ability to collaborate cross-functionally with acquisitions, development, finance, and investor relations teams. Responsibilities: Develop and execute comprehensive asset management strategies across all property types, including office, multifamily, mixed-use, and land investments, as well as debt and value-add opportunities. Oversee business plans at the asset level, including leasing strategy, capital expenditures, refinancing, and disposition planning. Lead and mentor a team of asset managers while fostering collaboration across development, acquisitions, and finance functions. Monitor property and portfolio performance through rigorous financial analysis, identifying opportunities for operational improvement and value creation. Manage both in-house and third-party property management and leasing partners to ensure alignment with company goals and performance standards. Present regular reports to senior leadership and investors, summarizing financial performance, market insights, and strategic recommendations. Participate in acquisition and disposition discussions, providing asset-level insight into deal underwriting and portfolio strategy. Identify and implement measures to improve efficiency, mitigate risk, and enhance overall returns. Qualifications: Bachelor's degree in Finance, Real Estate, Business, or a related field; MBA or Master's in Real Estate preferred. Minimum of 10 years of experience in real estate asset management, with at least 5 years in a leadership capacity. Proven track record of managing complex, multi-asset portfolios with an emphasis on value creation and performance optimization. Strong financial acumen and analytical capability, including expertise in financial modeling and underwriting. Excellent communication, leadership, and stakeholder management skills. Experience collaborating with investors, lenders, and third-party partners on high-value real estate assets. Ability to balance strategic vision with operational execution in a fast-paced, entrepreneurial environment.

/RESPONSIBILITIES Provides technical and methodological design consultation, database development, data management, statistical analysis and results interpretation/reporting for a variety of internal and external projects including, but not limited to the Health System Medication Assistance Program (MAP) and 340B Drug Discount Program (340B Program) auditing and program compliance. Specific responsibilities include utilization of mainframe databases for the identification of appropriate study populations; data management, analysis planning and statistical analysis of data collected from data sources, patient surveys and claims data, ensuring timeliness and accuracy of data integration between the MAP and Pharmacy Department databases and managing 340B program internal audits. Develops complex reports from large, relational databases; and prepares policy statements and recommendations to assist UHS to improve the quality of patient services. Maintains the Cost Accounting System for MAP and reports cumulative expenditures and savings generated by the assistance program. EDUCATION/EXPERIENCE BS/BA degree in business or a related field is required. Related pharmacy and/or healthcare billing experience is required. Five years experience in a medical or pharmacology related field to include project coordination; database/spreadsheet development and management; and/or application programming; processing and overseeing medical insurance billing and reimbursement cost capture is preferred. Must have demonstrated appropriate independent judgment.

Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path. Finance Manager 5+ years of broad corporate finance (FP&A or Ops) Experience supporting sales and field finance (sales and margin analysis required) Multi-unit forecasting expereince required Executive level polish and communication and ability to effectively communicate with non-financial stakeholders The need is immediate - interested candidates please send resumes to: Matt Marmaro ***************************

The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location. The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement. Experience from a large public accounting firm or home building industry is required. The schedule is full time onsite with flexibility. Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered Qualifications: Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required Minimum 2 years public accounting or homebuilding accounting/finance Strong ability to Ability to create reports & dashboards to analyze trends and information. Proficiency in Power BI Strong data analysis skills and experience If you are interested, please reach out to Thun Lennert at ************************

We are looking for a Finance Manager to join our Çimsa Americas Team! is located in Houston, Texas, As Finance Manager at Çimsa Americas you will be responsible for: Organize the company's financial planning and operational processes (current year and long-range planning) across the Americas and all business units through cross-functional coordination, key driver analysis, KPI management, and collaborative support Lead and optimize the finance function and all operational teams Develop and manage strong relationships with internal teams, customers, tax authorities, banks, and vendors Establish and maintain a documented system of accounting policies and procedures Create an orderly chart of accounts and a robust system of controls over accounting transactions Manage the annual audit process to ensure accurate and comprehensive results, meeting all deadlines and requirements of lenders, owners, and other stakeholders, while maintaining positive working relationships Develop and oversee the treasury strategy Manage cash flow effectively Ensure timely, accurate, and complete financial reporting for senior management and shareholders; lead month-end and year-end closing processes and coordinate consolidation Ensure compliance with all reporting requirements and tax filings for local, state, and central public institutions and banks Prepare the 1-year budget, 3-year budget, and expected financial forecasts Ensure the finance area is managed in a safe, organized manner in alignment with budgetary guidelines Proactively assign tasks and teams for additional responsibilities and projects Monitor and manage credit risk Tracking Related Party transactions and Transfer Pricing Reports Digitalization Projects and SAP implementation This is the opportunity for you if you have these skills and requirements: University degree in related fields, (Faculty of Economics or similar) preferably a master's degree 7-10 years' experience in accounting/finance department, preferably in an international group of companies Advanced knowledge of English and Turkish Advanced use of MS Office programs Ability to use Microsoft Office and SAP programs effectively Having good judgment, analytical thinking, responsible Team management skills Big 4 experience is plus ÇİMSA considers equality, diversity and inclusiveness in business life as a part of the culture of doing business, and implements the policies it publishes and practices related to this. To contribute to creating a more socially inclusive world by providing fairer and equal working environments for all; It aims to develop creativity by providing different perspectives by employees using all their talents and differences that make them special, at work, to attract people from all segments of the society who do their jobs in the best way and to retain existing talents. ÇİMSA observes the principle of "Equality at Work" in all its processes. In this context, it aims to provide gender equality by providing equal opportunities to its female and male employees, to fight against stereotypes and prejudices of sexism, and to prevent all kinds of discrimination.

About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines while managing operations associate Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.

The Branch Manager is responsible for directing and managing all facility operations regarding safety, sales, transactional quality, inventory accuracy, customer service, facility maintenance, employee relations, and productivity. Job Skills and Responsibilities: Create and maintain thorough training, inspection, corrective action, and tone focusing on a safe work environment. Total P&L responsibility. Develop and control profits, plans, and budgets. Understand, promote, adapt, and lead the business' overall 80/20 philosophy at the Service Center level. Consistently recruit, mentor, and develop new and existing talent through engaging leadership. Elaborate and implement strategies for the Service Center's development focusing on achieving local, regional, and organizational goals. Direct and manage facility operations for sales, customer service, transaction quality, inventory accuracy, facility maintenance, pick, pack, load and logistics. Coordinate and measure daily facility activities and functions to ensure defined customer service and transaction accuracy metrics are achieved. Create process maps, and establish and drive compliance to internal Standard Operating Procedures. Measure performance using metrics against pre-defined goals in safety, transaction accuracy, inventory accuracy, equipment inspection, PM, and other administrative areas. Resolve issues within the paper/product/material flow and implement procedures to ensure that transactions flow accurately 100% of the time. Perform or oversee all administrative duties, including but not limited to facility and equipment maintenance and repair, OSHA requirements, control of fuel, and P-card purchases. Coordinate with functional support departments to drive profitable sales, ensure an efficient and supportive supply chain, develop a productive workforce, and maintain financial accounting integrity. Control and minimize labor overtime, premium freight, and repair expenses but never at the expense of safety. Provide leadership and training to accomplish the company goals and objectives. Provide excellent customer service to internal and external customers. NECESSARY SKILLS, BACKGROUND, AND ABILITIES: College degree or equivalent additional years of experience Experience in sales, sales management, and customer service with supervisory experience over a team of four or more employees. Distribution/wholesale preferred Previous operations management experience preferred. Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint) Willing and able to travel locally during the business day and overnight periodically. Must be able to sit periodically, climb or balance, and stoop, kneel, or crouch. Must be able to lift and move up to 60 pounds and occasionally lift and move up to 120 pounds. CRITICAL COMPETENCIES FOR SUCCESS IN THE POSITION: Team Leadership - Communicates a vision, inspires & motivates. Ensures primary goals stay in focus. Communication - Clearly conveys verbal and written messages. Engages listeners. Tenacity - Passionately strives to achieve results. They convey a solid need to win and do not give up. Customer/Client Focus - Makes customer needs a primary focus and gains their trust. Safety Awareness - Strong awareness of circumstances affecting the safety of self and others. Coaching/Training - Active focus on developing others for current and future growth opportunities. Quality Orientation - High level of care and thoroughness for work. Focus on accuracy of results. Decision Making/Problem Solving - Breaks down problems. Considers facts/consequences of decisions. Building Trust- Is viewed as direct and truthful; keeps confidences, promises, and commitments. Guiding and Developing Others - Sets clear expectations/objectives. Holds others accountable for results Benefits We've got you covered. Binford Supply employees give a lot, and we offer benefits that fit their needs. We provide industry-leading coverage and benefits to our people and their qualified family members, including: Medical, Dental and Vision coverage for Employees, Spouses, Dependents &/or entire Family Company Paid Life Insurance and Short/Long-Term Disability Insurance Convenient 24/7 Doctor Visits through Live Health Online Legal Assistance via Legal Shield Employee Assistance Program Identify Theft Protection Access Perks - Discounts on products and services with companies nationwide. 401k Retirement Program with strong company match. In addition to the benefits program, Binford Supply also provides employees with a competitive wage, career advancement, and training opportunities.

Department: Finance Our Company Promise We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Above all, Employees will be provided the same concern, respect, and caring attitude within the organization that they are expected to share externally with every Southwest Customer. : Job Summary The Senior Investor Relations Analyst plays a key role in shaping how Southwest tells its story to the investment community. You'll partner across Finance, Communications, Strategy, and other Teams to develop clear, consistent messaging that reflects the Company's performance and long‑term vision. This role blends analytical rigor with communication expertise, supporting major Investor events, preparing polished materials, and delivering insights that help strengthen transparency and trust with analysts and shareholders. Additional details: * The culture of Southwest Airlines means we value the camaraderie, collaboration, and innovation that occurs when we come together and interact face-to-face at our vibrant Corporate Campus. Due to the nature of this role, you would be required to work from our Dallas, TX headquarters facility during business hours. * U.S. citizenship or current authorization to work in the U.S. required and no current or future work authorization sponsorship available. We're committed to fair hiring practices and to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, disability, genetic information, or other legally protected characteristics. Responsibilities * Assist in implementing Investor Relations strategies and communications, as directed by IR Leadership. * Coordinate and support Investor meetings, earnings calls, conferences, and non-deal roadshows. * Prepare and update Investor Relations materials including press releases, quarterly reports, and presentations. * Monitor analyst research, industry news, and shareholder activity to provide insights to senior leadership. * Maintain and update the Investor Relations databases and dashboards including tracking investor engagement. * Partner cross-functionally with Finance, Legal, Executive Office, and other departments to support Investor priorities. * Respond to inquiries from the investment community and internal stakeholders. * Support sustainability-related Investor Relations efforts and ESG communications. * Assist in the development of external messaging by reviewing internal financial data and forecasts. * May perform other job duties as directed by Employee's Leaders. Knowledge, Skills, and Abilities * Knowledge of financial statements, accounting principles, and financial markets. * Knowledge of Investor Relations platforms (e.g., Nasdaq,IR Insight, S&P Capital IQ, FactSet, AlphaSense). * Skilled in written and verbal communication, including the ability to synthesize complex data. * Skilled in organizing and managing multiple priorities in a fast-paced environment. * Skilled in building relationships with Investors, analysts, and internal stakeholders. * Ability to develop key takeaways from financial and operational data. * Ability to represent the Company professionally in external communications. * Ability to support event planning and logistics for large-scale Investor events. Education * Required: High School Diploma or GED Experience * Advanced level experience, seasoned and specialized knowledge in: * Finance, Accounting, Investor Relations, Consulting or related fields * Preferred: Experience with financial modeling * Preferred: Experience presenting to various levels of Leadership Licensing/Certification * N/A Physical Abilities * Ability to perform work duties from limited space work station/desk/office area for extended periods of time * Ability to communicate and interact with others in the English language to meet the demands of the job * Ability to use a computer and other office productivity tools with sufficient speed and accuracy to meet the demands of the job Other Qualifications * Must be a U.S. citizen or have authorization to work in the United States as defined by the Immigration Reform Act of 1986 * Must be at least 18 years of age * Must maintain a well-groomed appearance per Company appearance standards as described in established guidelines * Must be able to comply with Company attendance standards as described in established guidelines * Must meet confidentiality expectations as to confidential, proprietary, and sensitive Company information * Ability to do some overnight travel and/or extended hours or weekends, including Company holidays Pay & Benefits: Competitive market salary from $103,750 per year to $115,300 per year* depending on qualifications and experience. For eligible Leadership and individual contributor roles, additional bonus opportunities are available and awarded at the discretion of the company. Benefits you'll love: * Fly for free, as a privilege, on any open seat on all Southwest flights (your eligible dependents too) * Southwest will help fund your Retirement Savings Plan with Company contributions up to 9.3% of your eligible earnings * Potential for annual ProfitSharing contribution in the Southwest Retirement Savings Plan- when Southwest profits, you profit* * Competitive health insurance for you and your eligible dependents (including pets) * Southwest offers health plan coverage options that start from the very first day of employment. You will have 30 days to select and enroll in your health plan with coverage retroactively available to your first day of employment. * Explore more Benefits you'll love: ***************************************** * Pay amount does not guarantee employment for any particular period of time. 401(k) match contributions are subject to Retirement Savings Plan vesting schedule and applicable IRS limits * ProfitSharing contributions are subject to Retirement Savings Plan vesting schedule and are made at the discretion of the Company. Southwest Airlines is an Equal Opportunity Employer. Please print/save this job description because it won't be available after you apply. Job Posting End Date 01/04/2026

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager Team Lead position manages a team of Commercial Portfolio Managers. In addition to leadership and management of a Commercial Portfolio Management team, this position has the primary responsibility of supporting Commercial loan portfolios of one or more Relationship Managers. Analyzes financial information to evaluate the credit worthiness of Commercial loan requests. Compiles Commercial loan packages ensuring completeness and accuracy of information provided. Assures that all Commercial loans are in compliance with State and Federal regulations and Bank policies and procedures. Monitors and Services the Commercial loan portfolios of the supported Relationship Managers. Other responsibilities include the supervision and delegation of work related to covenant testing and tracking, the loan annual review process and various projects. ESSENTIAL FUNCTIONS The primary functions of the Portfolio Manager Team Lead include: * Manages and leads team of Portfolio Managers. These responsibilities include training, coaching and developing teammates. * Reviews and decisions Annual Servicing Reviews and other requests within designated loan authority. * Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures * Completes industry research, as needed, supporting existing and new Customers to the Bank * Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. * Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) * Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank * Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures * Monitors and services the large commercial loan portfolios of the supported Relationship Managers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing * Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank * Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review * Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) * Undertakes special projects related to job function as determined by Credit Administration Leadership * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank * Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. * Stays abreast of products and services the Bank is providing. * Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Excellent interpersonal skills * Proficient in Microsoft Excel and Word * Strong organization skills * High attention to detail * Cooperative and willing to assist coworkers and customers on a regular basis * Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others * Possesses multi-tasking skills and be able to function well under pressure * Ability to remain composed under pressure and respond to customer and coworker concerns regularly * Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience * Experience: Minimum of five years of experience in commercial banking, business banking and/or portfolio management. Prior management experience is preferred. * Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. WORK ENVIRONMENT Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans.

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Essential Duties and Responsibilities: The Sr. Investor Relations Analyst responsibilities will include broad-range support to the Investor Relations team, including preparation of materials for quarterly earnings and board reporting, coordination of investor conferences and roadshows, and development of materials to aid in the organization's communication with current and prospective investors as well as sell-side analysts. This individual will develop a comprehensive understanding of the company's operations, financial performance, strategies, and competitive landscape. This individual will engage with the investment community and other external stakeholders to support and grow relationships and expand the shareholder base. This individual will also function as a liaison internally through regular interactions with company executives, Finance, Corporate Development, Legal and Accounting and will report directly to the Director of Investor Relations. The ideal candidate will possess a working knowledge of market dynamics within the energy industry. Specific knowledge of the Midstream sector is beneficial. Additionally, a broad understanding of the relationship between a public company and its external stakeholders will prove valuable. The ideal candidate must be able to work in a fast-paced environment and take personal initiative to prioritize work under pressure. An ability to communicate and interact effectively with internal and external audiences is a necessity. Preference will be given to those with previous experience in investor relations, corporate finance, buyside or sell-side equity research or commercial or investment banking. Develop a thorough understanding of Kinetik's operations, financials and strategy in order to represent the Company to the investment and analyst community Assist with planning and content development for quarterly earnings including preparation of the press release, earnings call prepared remarks, presentation and associated Q&A Assist in content development for other strategic announcements and data disclosures Assist in preparing and maintaining all other communication materials for investors including corporate presentations and Q&A documents Support preparation of Investor Relations materials for quarterly Board of Directors meetings Coordinate investor engagement calendar including conferences and non-deal roadshows and prepare background information on investors for key spokespeople in advance of conferences Serve as a point of contact for the investment and analyst community Monitor and track stock activity and other market views; provide analysis, insights, and feedback to management Research, analyze, and report on the company's shareholder base to summarize trends and shifts over time Monitor peer/competitor messaging and performance to create summaries of key findings for management Aggregate analyst estimates to maintain internal consensus model Manage and update the Investor Relations website as necessary Manage regular reporting of industry news, relevant stock information, and other pertinent Investor Relations updates for dissemination to Kinetik management Liaise with various functions across the Company to support Investor Relations efforts Support Director in providing accurate and timely responses to inquiries from investors and sell-side analysts Maintain and update CRM database and distribution lists Participate in investor conferences with management (travel required) All other duties as assigned to support Kinetik and/or the Investor Relations team Education and/or Work Experience Requirements: Bachelor's degree from accredited college or university; Finance (preferred) or Accounting degree preferred 5+ years of professional experience in investor relations, corporate finance, commercial/investment banking, or buy-side/sell-side equity research. Energy industry experience with focus in Midstream or Upstream preferred Excellent verbal and written communication skills Highly proficient in Microsoft Office Suite (Excel, PowerPoint and Word) Strong attention to detail and problem-solving capabilities Strong analytical skills with a thorough understanding of stock valuation techniques Ability to work in fast-paced environment Capable of executing multiple assignments on a timely basis with a high degree of accuracy on short notice Ability to translate financial information and concepts into simple communications Self-directed, highly flexible, adapts to a rapidly changing environment Strong organizational skills with ability to prioritize work under pressure Ability to handle confidential information with a high degree of sensitivity Working Conditions: Must be able to access and navigate each department at the organization's facilities Will be working in an office environment with prolonged periods of sitting and working on a computer Available outside of normal working hours as needed for business necessity Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards. Ability to work effectively in all working conditions noted above. Will require lifting, carrying, pushing, and pulling up to 50 lbs. in a safe manner on an occasional basis. Ability to possess and maintain a valid driver's license to include a safe driving record satisfactory to the company.

Department: Finance Our Company Promise We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Above all, Employees will be provided the same concern, respect, and caring attitude within the organization that they are expected to share externally with every Southwest Customer. : Job Summary The Senior Investor Relations Analyst plays a key role in shaping how Southwest tells its story to the investment community. You'll partner across Finance, Communications, Strategy, and other Teams to develop clear, consistent messaging that reflects the Company's performance and long‑term vision. This role blends analytical rigor with communication expertise, supporting major Investor events, preparing polished materials, and delivering insights that help strengthen transparency and trust with analysts and shareholders. Additional details: The culture of Southwest Airlines means we value the camaraderie, collaboration, and innovation that occurs when we come together and interact face-to-face at our vibrant Corporate Campus. Due to the nature of this role, you would be required to work from our Dallas, TX headquarters facility during business hours. U.S. citizenship or current authorization to work in the U.S. required and no current or future work authorization sponsorship available. We're committed to fair hiring practices and to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, disability, genetic information, or other legally protected characteristics. Responsibilities Assist in implementing Investor Relations strategies and communications, as directed by IR Leadership. Coordinate and support Investor meetings, earnings calls, conferences, and non-deal roadshows. Prepare and update Investor Relations materials including press releases, quarterly reports, and presentations. Monitor analyst research, industry news, and shareholder activity to provide insights to senior leadership. Maintain and update the Investor Relations databases and dashboards including tracking investor engagement. Partner cross-functionally with Finance, Legal, Executive Office, and other departments to support Investor priorities. Respond to inquiries from the investment community and internal stakeholders. Support sustainability-related Investor Relations efforts and ESG communications. Assist in the development of external messaging by reviewing internal financial data and forecasts. May perform other job duties as directed by Employee's Leaders. Knowledge, Skills, and Abilities Knowledge of financial statements, accounting principles, and financial markets. Knowledge of Investor Relations platforms (e.g., Nasdaq,IR Insight, S&P Capital IQ, FactSet, AlphaSense). Skilled in written and verbal communication, including the ability to synthesize complex data. Skilled in organizing and managing multiple priorities in a fast-paced environment. Skilled in building relationships with Investors, analysts, and internal stakeholders. Ability to develop key takeaways from financial and operational data. Ability to represent the Company professionally in external communications. Ability to support event planning and logistics for large-scale Investor events. Education Required: High School Diploma or GED Experience Advanced level experience, seasoned and specialized knowledge in: Finance, Accounting, Investor Relations, Consulting or related fields Preferred: Experience with financial modeling Preferred: Experience presenting to various levels of Leadership Licensing/Certification N/A Physical Abilities Ability to perform work duties from limited space work station/desk/office area for extended periods of time Ability to communicate and interact with others in the English language to meet the demands of the job Ability to use a computer and other office productivity tools with sufficient speed and accuracy to meet the demands of the job Other Qualifications Must be a U.S. citizen or have authorization to work in the United States as defined by the Immigration Reform Act of 1986 Must be at least 18 years of age Must maintain a well-groomed appearance per Company appearance standards as described in established guidelines Must be able to comply with Company attendance standards as described in established guidelines Must meet confidentiality expectations as to confidential, proprietary, and sensitive Company information Ability to do some overnight travel and/or extended hours or weekends, including Company holidays Pay & Benefits: Competitive market salary from $103,750 per year to $115,300 per year* depending on qualifications and experience. For eligible Leadership and individual contributor roles, additional bonus opportunities are available and awarded at the discretion of the company. Benefits you'll love: Fly for free, as a privilege, on any open seat on all Southwest flights (your eligible dependents too) Southwest will help fund your Retirement Savings Plan with Company contributions up to 9.3% of your eligible earnings** Potential for annual ProfitSharing contribution in the Southwest Retirement Savings Plan- when Southwest profits, you profit*** Competitive health insurance for you and your eligible dependents (including pets) Southwest offers health plan coverage options that start from the very first day of employment. You will have 30 days to select and enroll in your health plan with coverage retroactively available to your first day of employment. Explore more Benefits you'll love: ***************************************** *Pay amount does not guarantee employment for any particular period of time. **401(k) match contributions are subject to Retirement Savings Plan vesting schedule and applicable IRS limits ***ProfitSharing contributions are subject to Retirement Savings Plan vesting schedule and are made at the discretion of the Company. Southwest Airlines is an Equal Opportunity Employer. Please print/save this job description because it won't be available after you apply.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, * Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. * Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. * Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. * Demonstrate flexibility to ever-changing business needs and requirements. * Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Perform a quarterly review and update of department policies and procedures. * Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. * Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. * Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met * Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. * Advanced MS Excel experience. * Access, SQL, or other database reporting experience. * Servicing Director knowledge is a plus * Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. * Strong communication skills in order to interact with Senior Management and other business units. * Prior work experience performing business, data, and/or statistical analysis is a plus * Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. * Results-oriented with a sense of urgency * Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. Works with Investor Reporting team members to resolve items within the investors' accounts. Maintains and follows procedures and controls within the monthly process. Assists with internal and external audits. Heavy use of Microsoft excel for data analysis and reporting. Attention to detail and strong organization skills important. Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Develops and enhances operational procedures. Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management. Education and Experience Requirements High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. Advanced MS Excel experience required. Proficient in MS Word and PowerPoint. SQL or other database reporting experience preferred. Servicing Director knowledge a plus Strong problem solving and analytical skills. Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Strong organizational and time management skills necessary. Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Investor Accountant is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity. As the Sr Investor Accountant, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures. The Senior Investor Accountant will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $65,000 - $100,000 Work Model OFFICE

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the Senior Analyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy Job Description Key Accountabilities Evaluation of analyst financial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data Maintain working knowledge of peer companies and investor activities and holdings Preparation of supporting materials for earnings conference calls and investor presentations Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits Manage investor outreach database and prepare investor targeting reports for management Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback Interact with external investor and sustainability constituents, as well as frequent interaction with executive management Maintain up-to-date content on the investor relations website Education, Experience, & Skill Requirements 4-6 years of experience in investor relations or finance preferred. Strong understanding of finance and financial statements. Familiarity with Vistra and/or power markets and commercial trading Advanced Excel and PowerPoint skills. Experience gained through college degree programs and/or certifications is applicable to above skills Detail oriented with excellent communication and interpersonal skills. Strong relationship building and partnering skills. Excellent time management, planning, and organizational skills in order to work well under tight deadlines. Occasional long, irregular hours. Use of a PC, computer terminal and/or telephone over 8 hours a day. Overnight travel sometimes required. Key Metrics Timely and accurate delivery of quarterly earnings materials Timely delivery of off-cycle investor outreach materials Timely update of the Investor Relations topical library for internal constituents Accurate analysis of analyst models #LI-Hybrid #LI-ND1 Job Family Treasury Company Vistra Corporate Services Company Locations Irving, TexasTexas We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today! If you currently work for Vistra or its subsidiaries, please apply via the internal career site. It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws. If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the Senior Analyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy Job Description Key Accountabilities Evaluation of analyst financial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data Maintain working knowledge of peer companies and investor activities and holdings Preparation of supporting materials for earnings conference calls and investor presentations Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits Manage investor outreach database and prepare investor targeting reports for management Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback Interact with external investor and sustainability constituents, as well as frequent interaction with executive management Maintain up-to-date content on the investor relations website Education, Experience, & Skill Requirements 4-6 years of experience in investor relations or finance preferred. Strong understanding of finance and financial statements. Familiarity with Vistra and/or power markets and commercial trading Advanced Excel and PowerPoint skills. Experience gained through college degree programs and/or certifications is applicable to above skills Detail oriented with excellent communication and interpersonal skills. Strong relationship building and partnering skills. Excellent time management, planning, and organizational skills in order to work well under tight deadlines. Occasional long, irregular hours. Use of a PC, computer terminal and/or telephone over 8 hours a day. Overnight travel sometimes required. Key Metrics Timely and accurate delivery of quarterly earnings materials Timely delivery of off-cycle investor outreach materials Timely update of the Investor Relations topical library for internal constituents Accurate analysis of analyst models #LI-Hybrid #LI-ND1 Job Family Treasury Company Vistra Corporate Services Company Locations Irving, TexasTexas We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today! If you currently work for Vistra or its subsidiaries, please apply via the internal career site. It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws. If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.