Portfolio manager jobs in Texas - 1,947 jobs

The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

📍Houston, Texas (Hybrid) 💰 $140K to $280K (base) + bonus About the Firm Our client is a leading global consultancy trusted by major operators across the energy sector. They provide end-to-end support across asset lifecycle management, including decommissioning, restoration, environmental planning, and complex remediation programs. The firm is now expanding its US Oil and Gas Decommissioning practice and is seeking an experienced industry leader to help shape and grow this offering nationwide. Position Overview This role is ideal for a senior professional with deep knowledge of upstream, midstream or downstream assets and hands-on experience with decommissioning, facility closure, or end-of-life programs. You will play a key role in advising operators, identifying new opportunities, guiding strategy, and helping build the internal capability needed to deliver complex closure projects across the United States. This is a high-visibility, growth-oriented seller/doer position for someone who enjoys a blend of client advisory, business development, program leadership, and strategic execution. Key Responsibilities • Lead strategic discussions with operators on decommissioning, facility closure and asset retirement pathways • Help shape pursuit strategy and identify new growth opportunities within the Houston energy market • Provide guidance on regulatory frameworks, cost drivers and execution strategies • Support and oversee development of multidisciplinary teams delivering decommissioning and restoration projects • Represent the organization in front of clients, partners and industry groups • Support internal capability building by sharing market knowledge and best practices Required Background • 15 to 25 years of experience in O&G asset decommissioning, facility closure, restoration, or major remediation programs • Strong relationships within the energy sector (upstream, midstream or downstream) • A background rooted in industry is strongly preferred • Proven ability to pursue, win and deliver new work • Experience coordinating or leading programs involving construction, demolition or environmental restoration • Strong communication skills, with the ability to advise senior stakeholders and influence decision making Compensation This position offers a competitive senior-level compensation package: • Base salary typically ranges from $140K to $280K depending on experience • Bonus eligibility varies by seniority band, with quarterly spot bonuses available • Relocation assistance may be included for candidates moving to Houston Why This Role Stands Out • Chance to build a high-growth practice area within a major global organisation • Direct access to industry-leading teams and complex national projects • Ability to influence strategy, shape client relationships and drive new service offerings • Strong long-term career progression based on performance and leadership contribution • Collaborative culture and strong organizational investment in decommissioning and asset retirement services

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.

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 ***************************

Five Star Parks & Attractions, a trailblazer in the amusement and hospitality industry, is more than just a rating; it's a dynamic workplace where enjoyment and excellence converge. Actively involved in creating vibrant amusement park locations, we are the force behind superior entertainment experiences and lasting success. With a proud portfolio of unparalleled FEC brands, we ensure unforgettable moments at every location. Our commitment to safety, trust, and pride in our work creates a warm and inclusive environment where guests are treated like friends. At Five Star Parks & Attractions, we embrace empathy, acknowledge possibilities for all, and celebrate the unique payoff for each individual guest. Join us in a workplace that's not only safe & secure but also FUN, where every day is exciting. Job Summary: The Safety & Risk Manager role will be responsible for assisting with establishing all Company policies, procedures and guidelines related to safety and health that will create and maintain a safe workplace. This role requires the ability to communicate guidelines to a multidisciplinary workforce to ensure all Company team members and guests are following health and safety policies, procedures, and all applicable local, state, and federal laws related to safety and health. The Safety & Risk Manager must have excellent attention to detail to identify hazards and will also be responsible for discovering opportunities for improving conditions and expected to execute and oversee various safety programs. Key Responsibilities: · Develops and implements safety policies and procedures in compliance with Federal, State, and Local rules and regulations · Plans and implements programs to train managers and employees in worksite safety practices, fire prevention, and correct handling techniques for chemicals, toxins, equipment, and other materials · Assist technical service and operations teams with the evaluation & inspection of worksites to detect existing or potential accident and health hazards, determine corrective or preventative measures where required and follow up to ensure measures have been implemented · Ensure that maintenance compliance logs and required safety-compliance reporting for all projects is performed, timely · Ensure that required signs, posters, barriers, PPE and other material to ensure the safety and compliance of our field team are in-place · Develop and host training for all levels of the organization to maintain compliance with all federal, state, local, and company requirements. Track and maintain records of all training · Leads the investigation of accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, lawsuits, and insurance investigations · Ensure that accident reporting required by regulatory agencies is timely and correct · Maintains safety files and records · Responds to guest claims and works internally and with outside counsel to respond to incidents · Adjusts claims and works with accounting team to estimate and accrue liability · Work with general liability provider to assess and manage risk and assumed risk thresholds · Performs other duties as required Skills/Competencies: · Experience with compliance systems. · Demonstrate strong communication skills. · Maintain a positive working relationship with employees. · Good attention to detail and ability to produce work quickly, accurately, and independently. · Work collaboratively in a team environment to accomplish company objectives with either direct or indirect authority. · Effectively lead, encourage and motivate teams of employees to successfully complete critical and challenging projects. · Excellent prioritization, planning, organization, time management and multitasking skills. · Must be proficient in Microsoft Office products and other related technical software programs. Qualifications · Minimum of 8 years relevant experience · Excellent verbal and written communication skills · Ability to adapt to the needs of the organization and employees · Ability to collaborate and establish effective relationships organizationally · Clear understanding and commitment to Five Star's mission, goals and objective · Knowledge of OSHA regulations · Knowledge of workers compensation regulations Must have a strong work ethic, attention to detail and able to work independently or as a member of a team Five Star Park & Attractions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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 ************************

Why IT GOAT? At IT GOAT, we don't just work - we take ownership. Every team member is empowered to lead, make decisions, and drive results. Our culture is built on accountability, teamwork, and an unrelenting commitment to excellence. We're looking for someone who thrives in a fast-paced environment, communicates with confidence, and takes pride in every task - big or small. If you believe in getting things done, staying organized, and being the person others can rely on, you'll fit right in here. Why IT GOAT is the best place to work? At IT GOAT, we believe success starts with our people. We hire those who take ownership of their work, support their teammates, and continuously strive to grow. In return, we invest deeply in our team - providing the tools, benefits, and environment to help every employee thrive both personally and professionally. Here's why IT GOAT stands out as one of the best places to build your career: Competitive Pay, 401k, Paid time off, Comprehensive Health Insurance, Professional Growth and Development are just a few. Our headquarters in Dallas, TX is where collaboration, innovation, and energy come together. We work in person because we believe strong teams are built face-to-face - through trust, communication, and shared goals. Job Description: We're looking for a hands-on Finance Manager to own our accounting and billing function end-to-end. This role blends day-to-day billing, AR, and month-end responsibilities with process improvement. You will oversee a junior AR/Billing resource and work cross-functionally with Sales, Service Delivery, and Leadership. Key Responsibilities: Billing & Revenue Operations - Manage the monthly billing cycle for recurring services, projects, and one-time work. - Ensure MSAs, SOWs, and change orders are accurately reflected in systems. - Implement billing controls and run exception checks prior to invoicing. - Reconcile user counts, licenses, and devices against vendor portals and the PSA. Accounting & Month-End Close - Oversee daily accounting tasks, delegating appropriately. - Complete reconciliations and manage a timely month-end close. - Coordinate with external CPA for year-end and compliance. Reporting & Insight - Produce reporting on MRR, churn, gross margin, credits/write-offs, and other KPIs. - Provide leadership with clear financial visibility to support decision-making. Process Improvement - Improve workflows between Sales, vCIO, Service Delivery, and Finance. - Ensure service changes and client adjustments are captured before billing cycles. Team Leadership - Lead and develop the AR/Billing Clerk. - Build a culture of accuracy, accountability, and process ownership. SUCCESS LOOKS LIKE - 99%+ of invoices are correct the first time. - A reliable month-end close process is consistently executed. - Leadership receives clear, actionable reporting. - Billing-related client issues materially decrease. REQUIREMENTS Must-Haves: - 5+ years of accounting/finance experience, including AR, billing, and close responsibilities. - Experience in recurring revenue (MSP, SaaS, telecom, or similar). - MSP or IT services finance experience. - PSA experience (ConnectWise, Autotask, Halo). - Strong systems skills: QuickBooks (or similar) and PSA comfort. - Strong Excel/Sheets skills. - High attention to detail and process orientation. Nice-to-Haves: - Bachelor's degree in Accounting or Finance. - CPA/CMA (optional). COMPENSATION & BENEFITS - Competitive salary based on experience. - Performance-based bonus potential. - Benefits package (health, dental, vision, PTO, etc.). - Opportunity to grow into a senior finance leadership role as IT GOAT scales. Qualifications Competitive base + uncapped commission Health, dental, and vision insurance 401(k) with company match PTO, holidays, and flexible work options Energetic, tech-driven culture with real career growth opportunities A brand you can be proud to represent Benefits: Health insurance 401(k) with company matching Dental insurance Flexible spending accounts Vision insurance Health savings account Life insurance On-site gym, covered parking with an onsite car wash availa Company events 12 days earned paid time off Company holidays Schedule: 8-hour shift Monday through Friday Work Location: Onsite at IT GOAT's Dallas Headquarters

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 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 Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. 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.

To excel in this role, you must have a true understanding of all types of hospital denials and how to resolve them effectively. A solid collections background and the willingness to dig into denials alongside your team are imperative for success. This is a highly rewarding position for a motivated professional who thrives on helping hospitals recover revenue that would otherwise be lost. ERISA Recovery, a frontrunner in the Federal ERISA appeals process for collecting complex and aged claims, seeks a proactive Collections Manager to spearhead our Analyst team. This leadership role is central to contacting hospitals and insurance companies to address and remediate denials, securing payments on claims previously considered lost. The Collections Manager will be pivotal in harnessing Business Intelligence Insights to establish, manage, and refine performance goals for Analysts, ensuring these goals align with the company's strategic growth objectives. We are looking for a candidate with a robust management background, capable of driving team performance through effective communication, leadership, and a relentless pursuit of excellence. KEY RESPONSIBILITIES Performance Goal Management: Utilize BI insights to establish clear performance goals for Analysts, manage and refine these objectives to enhance team performance continually. Daily Performance Engagement: Conduct daily reviews with Analysts to offer strategic support and interventions for achieving performance goals. Strategic Reporting: Report directly to the CEO/CFO and Senior Director on team strategies, goals, and performance metrics. Client Liaison: Managed requests between clients and internal collection staff, streamlining communication workflows and fostering strong, trust-based relationships SOP Development and Optimization: Lead the creation and implementation of departmental SOPs and task management standards to enhance productivity and streamline operations. Team Coaching and Standards Compliance: Provide ongoing coaching and training to ensure team adherence to standards, regulations, and best practices. Collaborative Teamwork Enhancement: Foster collaboration with back-office and other departmental teams for a unified approach to meeting organizational objectives. Revenue Cycle Expertise Development: Deepen the team's expertise in the revenue cycle process, including billing, insurance appeals, and hospital collections, to improve operational efficiency. Essential Skills & Qualifications EXPERIENCE REQUIREMENTS 5+ years of acute care experience. 5+ years of management experience, with a demonstrated ability to develop and execute performance goals. Expertise in data analysis for performance management and operational enhancement. Exceptional leadership, team management, and interpersonal communication skills. Detail-oriented with the capability to oversee multiple projects and issues simultaneously, ensuring accurate and timely completion. Proficient in MS Office suites, Electronic Health Record systems, and Insurance Claims Portals. A comprehensive understanding of hospital claims denials, medical terminology, CPT codes, modifiers, diagnosis codes, and payor contracts. Please note: Only applicants with vast knowledge of hospitals claims denials need apply. BENEFITS: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Paid lunches ERISA Recovery is an Equal Opportunity Employer

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. 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

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

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.