Portfolio manager jobs in Town North Country, FL

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

RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: SCITRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Introduction for Northrop Grumman Join Northrop Grumman on our continued mission to push the boundaries of possible across land, sea, air, space, and cyberspace. Enjoy a culture where your voice is valued. Start contributing to our team of passionate professionals providing real-life solutions to our world's biggest challenges. We take pride in creating purposeful work and allowing our employees to grow and achieve their goals every day by Defining Possible. With our competitive pay and comprehensive benefits, we have the right opportunities to fit your life and launch your career today. Introduction for Mission Systems At the heart of Defining Possible is our commitment to missions. In rapidly changing global security environments, Northrop Grumman brings informed insights and software-secure technology to enable strategic planning. We're looking for innovators who can help us keep building on our wide portfolio of secure, affordable, integrated, and multi-domain systems and technologies that fuel those missions. By joining in our shared mission, we'll support yours of expanding your personal network and developing skills, whether you are new to the field, or an industry thought leader. At Northrop Grumman, you'll have the resources, support, and team to do some of the best work of your career. Northrop Grumman Mission Systems is seeking a IT Logistics and Procurement Manager 2 to lead a team of highly skilled Logistics and Procurement professionals supporting cutting-edge defense and security system programs. This role combines hands-on leadership with functional people management, contributing directly to mission-critical programs while developing and supporting our team members. Note: Due to the classified nature of the work being performed, this position does not offer any virtual or telecommute working options. Applicants are encouraged to apply, only if they are willing to work on-site. Key Responsibilities: Team Leadership & Functional Management (20%) Support staffing strategy and requisition planning in collaboration with hiring teams. Conduct candidate selection, conduct interviews, and approve hiring decisions. Manage career development, goal-setting, performance reviews, and merit planning for direct reports. Provide mentorship, guidance, and discipline when needed, to support team growth and performance. Facilitate access to tools, hardware, and resources needed for employee success. Deliver regular organizational updates and represent leadership across programs and teams. Technical Program Support (80%) Manages the administration of IT inventory, asset management, and technical service contracts Maintains and manages software license information and updates Provides oversight of warehouse operations Responsible for providing asset information and managing the physical inventory control Manages the storage and shipping processes to ensure timely delivery and compliance with all regulatory standards Executes purchase requests, shipping requests, storage, and distribution of IT hardware Manages supply chain relations between stakeholders, value added resellers, and manufacturers Coordinates with Procurement on receipt of purchase orders, invoice processing and reconciles changes in inventory. Partners with senior leadership to develop and execute strategic purchasing plans Reports status of purchase approvals, prioritized purchases, Government Furnished Equipment (GFE) reports, and inventory Coordinates interdepartmental activity with quality assurance, manufacturing, purchasing, engineering, and inventory control. Basic Qualifications: Bachelor's degree and 8 years of relevant experience, or Master's degree with 6 years of experience. US Citizenship is required Active Top Secret / SCI security clearance to be considered. TS/SCI clearance must be in place by the start date and must stay in place through employment. 1+ year of experience leading projects or teams with cost and schedule accountability. Experience with IT Procurement Experience with Warehouse Operations Experience with Shipping Operations Preferred Qualifications: Prior success in recruiting, leading, and developing teams. Strong background in Information Systems management. Extensive asset and financial management. Experience with U.S. Government contracts or defense systems. Current DoD 8140 certification equivalent to 8570 IAT Level II or higher desired (example: Security+ CE) Primary Level Salary Range: $111,700.00 - $167,500.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

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

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Position Overview The Commercial Portfolio Manager is responsible for the management of a portfolio of commercial loans. This position is expected to build trusted, competent, and positive working relationships with each client in their portfolio, while also supporting the growth and performance of the Bank's commercial lending platform. Essential Duties and Responsibilities * Support the portfolio of commercial loan officers by monitoring existing loan portfolios to ensure they are performing adequately. * Serve as the first line of defense for loans that exhibit deteriorating credit quality; escalate to special assets as appropriate. * Process loan servicing requests in accordance with Bank policy and regulatory requirements. * Effectively communicate with internal business partners (loan operations, credit services, credit review, audit, treasury services, etc.) throughout the underwriting and portfolio management process. * Perform annual reviews on assigned commercial loans as required. Proactively meet with clients during these reviews to assess current needs, identify future opportunities, and make recommendations that support their business objectives. * In addition to annual reviews and ongoing portfolio management, the PM will collaborate with calling officers and branch staff to conduct regular outbound calling initiatives, proactively engaging clients to strengthen relationships and provide continuous support that enhances the overall client experience. * Prepare delinquent loan status reports and deferment requests as needed. * Review and process new loan opportunities that arise from existing portfolio clients. Manage these requests through the commercial underwriting process, including initial structuring, financial analysis, preparation of credit memoranda, and coordination with credit and underwriting teams. * Miscellaneous duties as assigned. Qualifications * Bachelor's degree or equivalent experience required. * Minimum of 2 years' experience in credit analysis/portfolio management in a commercial lending environment. * Strong understanding of the underwriting process for commercial loans. * Excellent verbal and written communication skills. * Ability to exercise independent judgment on client relationship credit analysis and take appropriate action. * Solid understanding of banking services and financial products. * Strong analytical and financial analysis skills. * Excellent interpersonal skills with the ability to build strong client and internal relationships. * Customer service focus with the ability to represent the Bank's interests while maintaining client satisfaction. * Self-motivated individual with a positive, can-do attitude. * Ability to work both independently and collaboratively within a team. * Strong time management and multi-tasking skills. * Demonstrated ability to perform in a fast-paced, high-volume environment. * Strong negotiation and persuasion skills. * Ability to adapt to change and evolving priorities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace. Position Overview The Commercial Portfolio Manager is responsible for the management of a portfolio of commercial loans. This position is expected to build trusted, competent, and positive working relationships with each client in their portfolio, while also supporting the growth and performance of the Bank's commercial lending platform. Essential Duties and Responsibilities Support the portfolio of commercial loan officers by monitoring existing loan portfolios to ensure they are performing adequately. Serve as the first line of defense for loans that exhibit deteriorating credit quality; escalate to special assets as appropriate. Process loan servicing requests in accordance with Bank policy and regulatory requirements. Effectively communicate with internal business partners (loan operations, credit services, credit review, audit, treasury services, etc.) throughout the underwriting and portfolio management process. Perform annual reviews on assigned commercial loans as required. Proactively meet with clients during these reviews to assess current needs, identify future opportunities, and make recommendations that support their business objectives. In addition to annual reviews and ongoing portfolio management, the PM will collaborate with calling officers and branch staff to conduct regular outbound calling initiatives, proactively engaging clients to strengthen relationships and provide continuous support that enhances the overall client experience. Prepare delinquent loan status reports and deferment requests as needed. Review and process new loan opportunities that arise from existing portfolio clients. Manage these requests through the commercial underwriting process, including initial structuring, financial analysis, preparation of credit memoranda, and coordination with credit and underwriting teams. Miscellaneous duties as assigned. Qualifications Bachelor's degree or equivalent experience required. Minimum of 2 years' experience in credit analysis/portfolio management in a commercial lending environment. Strong understanding of the underwriting process for commercial loans. Excellent verbal and written communication skills. Ability to exercise independent judgment on client relationship credit analysis and take appropriate action. Solid understanding of banking services and financial products. Strong analytical and financial analysis skills. Excellent interpersonal skills with the ability to build strong client and internal relationships. Customer service focus with the ability to represent the Bank's interests while maintaining client satisfaction. Self-motivated individual with a positive, can-do attitude. Ability to work both independently and collaboratively within a team. Strong time management and multi-tasking skills. Demonstrated ability to perform in a fast-paced, high-volume environment. Strong negotiation and persuasion skills. Ability to adapt to change and evolving priorities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

💼 Portfolio Manager 📍 Tampa, FL ⚡ $100,000 - $110,000 / year A privately held real estate investment firm is seeking an experienced Commercial Portfolio Manager to oversee a portfolio of well-maintained retail and medical office properties. The ideal candidate will be a hands-on operator who takes ownership of day-to-day management, ensures properties are well cared for, and builds strong relationships with tenants and vendors. This is an on-site position based at the company's corporate office, offering autonomy and direct collaboration with ownership. 🏢 WHAT YOU'LL DO Manage daily operations and maintenance across a regional commercial portfolio. Coordinate repairs, maintenance, and capital improvements with vendors and contractors. Prepare and manage annual CAM reconciliations and property budgets. Handle tenant communications, service requests, and lease compliance matters. Collaborate with accounting on rent collection, reporting, and financial tracking. Oversee vendor performance and ensure cost-effective service delivery. Manage renovation and improvement projects, ensuring timelines and quality standards are met. Partner directly with ownership to execute operational strategies and maintain property value. 🤝 WHY YOU MATTER The Portfolio Manager is a trusted point of contact between ownership, tenants, and service providers - ensuring that each property operates efficiently, safely, and profitably. Your reliability, responsiveness, and problem-solving skills will play a critical role in maintaining the company's reputation for operational excellence. 🎒 WHAT IT TAKES 5-7+ years of commercial property management experience. Experience with retail, medical, or NNN properties preferred. Strong understanding of CAM reconciliations, budgeting, and vendor management. Hands-on approach with a focus on proactive maintenance and follow-through. Excellent communication, organization, and tenant relationship skills. Proficiency in Microsoft Office and property management software. Bachelor's degree preferred. 🏆 THE PERKS! $100,000 - $110,000 annual compensation, depending on experience 100% of Health Insurance Premiums Paid by Company Direct collaboration with company leadership Autonomy and flexibility in daily scheduling Stable, long-term ownership environment with growth potential

Full-time Description Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment. Salary Description $60,000 to $65,000

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

Job Details Sarasota, FL $105000.00 - $135000.00 Salary/year CorporateDescription Job Title: Asset Manager - Private Investment Portfolio Reports To: Vice President - Vesta Equity About the Role Vesta Equity, a privately held investment and asset management firm, is seeking an experienced Asset Manager (Financial and Operational) to oversee a unique portfolio that includes commercial properties, hospitality investments, and luxury personal residences. This is a hands-on role within a boutique, high-performing team where operational excellence, financial discipline, and discretion are essential. Your expertise in financial management, operations, and communication will directly support the success of a private investment office. You'll make an immediate impact by ensuring assets perform at the highest standard, optimizing financial operations, and applying your analytical skills to uncover insights that elevate portfolio performance. For the right professional, this is a rare opportunity to combine business acumen and operational leadership in one career-defining role. This is a full-time, onsite position based at our Sarasota, Florida office. Candidates must be able to work in the office Monday through Friday. What You'll Do Financial Oversight & Reporting Manage day-to-day financial operations across multiple entities. Oversee AR/AP, vendor invoicing, and monthly reconciliations. Prepare cash flow reports, operating summaries, and variance analyses to inform decision-making. Support annual budgets, capital planning, and audit processes. Ensure accuracy, compliance, and clear financial reporting for leadership. Portfolio & Property Management Oversee daily operations of commercial and residential properties, both owner-occupied and leased. Lead capital projects from planning to completion, ensuring deadlines and budgets are met. Build and maintain strong relationships with contractors, vendors, and service providers to ensure quality. Administration & Compliance Maintain accurate records of leases, contracts, insurance, taxes, and compliance. Partner with accountants, auditors, and legal advisors as needed. Ensure all assets meet regulatory, insurance, and safety requirements. Provide clear and timely updates to ownership and leadership. What We're Looking For 5+ years of experience in asset, property, or financial management (private office or high-net-worth experience a plus). Proven success in financial reporting and property operations to strengthen portfolio oversight. Strong communication skills, with the ability to convey information clearly and build trusted relationships with stakeholders. Proficiency with Microsoft Office Suite; QuickBooks or similar accounting/property management software preferred. Highly organized, detail-oriented, and skilled at managing multiple priorities. Strong problem-solving skills with exceptional discretion, integrity, and professionalism. Bachelor's degree in business, Finance, Real Estate, or related field preferred. What to Expect You are a professional who thrives at the intersection of financial precision and operational management. You're equally comfortable reconciling accounts, coordinating with contractors, and serving as a trusted liaison between owners, property managers, and vendors. Clear, proactive communication is central to your success, whether providing leadership with concise financial updates, collaborating with service providers, or maintaining transparency across stakeholders. Adaptable, detail-oriented, and discreet, you bring the professionalism and personal touch expected in a private investment office. Why Join Us? This role offers more than just a career move; it's a chance to: Work with a diverse portfolio spanning commercial investments, luxury residences, and lifestyle assets. Join a stable, respected private investment office with a long-term vision. Contribute meaningfully within a collaborative, high-performing team. Enjoy variety in your work-from financial stewardship to ensuring a yacht is ready for its next charter. Build a rewarding career where professionalism, trust, and excellence are recognized and celebrated. Compensation & Benefits Competitive salary, commensurate with experience. Comprehensive health, dental, and vision coverage. Paid time off and holidays. 401(k) retirement plan. Long-term stability in a respected private investment office. Equal Opportunity Employer Vesta Equity is proud to be an Equal Opportunity and Affirmative Action Employer. We value the diverse backgrounds, perspectives, and talents of our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.

Job Description Ergon Associated Asphalt Partners, a subsidiary of Ergon Inc., is looking for a Fleet Asset Manager at our Tampa Causeway location. The Fleet Asset Manager provides a vital role in company facilities with transportation assets by providing leadership to facility service technicians, maintaining strong relationships with vendors and ensuring fleet assets are maintained at the highest level of safety and performance. Interfaces: This role will report to the Regional Fleet Manager and have responsibility for supervising service technicians assigned to the facility. This individual will interface regularly with employees and managers within the company, as well as external vendors, suppliers and agency representatives. Responsibilities: Talent Management Responsibilities: Professional development of Mechanics / Service Technicians Conduct annual formal and routine personal performance evaluations for direct reports Ensure applicable focus on serving customer needs and meeting goals. Ensure compliance to DOT regulations and Ergon corporate policies for all drivers. Responsible for training compliance within their regions, for both new hires and existing employees. Expectations: Equally distribute their time up to 20% in the field with their assets, teams, 5% in industry groups and 5% with their peers. Provide regular feedback to management to develop best in class standards for performance. Will have a clear connection and understanding relative supporting team initiatives. Understand the markets in the regions they operate and devise plans to ensure they provide the most professional, safe, courteous assets and services to our customers. Ensure employees are fully licensed and qualified for any equipment they are operating Ensure that a courteous and respectful work environment is always maintained. Team Member Responsibilities: Develop relationships with external fleet, trucking and logistics industry leaders. Develop and maintain strong internal relationships within Fleet & Dispatch Operations teams, as well as support staff and customers. Partner with Supply, Sales, Marketing, Logistics and other internal groups to achieve best in class performance for; Safety and Environmental Asset availability Customer service. Responsible for carrying out defined goals and strategies for the Transportation Division and/or establishing and aligning their teams' goals to the same. Ensure their teams are reviewing and integrating the "Daily Load Schedule", for next day shipping, according to time, location and product orders along with other Terminal's or Managers with any third-party haulers for product movement. (supply & distribution) Expectations: Best in class safety performance. Collaborate with Fleet & Trucking groups to determine Best Practices and Metrics/KPI's for industry. Drivers and fleet that consistently rates high with customers (internal and external). Compliance / Health, Safety & Security (HSS) Responsibilities: Accountable for their region's oversight and management of any regulatory compliance mandates, corporate policies or guidance. Responsible for maintaining a safe work environment and carrying out all Safety goals and objectives. (2025 LSR) Responsible for trucking assets compliance, inspections, maintenance and repairs within their region(s). Ensure all assigned personnel maintain compliance with all mandates. Ensure all assets at their terminal are safe, compliant and legal for use in their work environments. Expectations: Successfully accomplish any established goals and/or strategies Responsible for completing routine audits within their regions. Achieve 0 - moving violations, OOS equipment and/or driver Violations. Operations / Asset Mgmt. Responsibilities: Utilize Ergon's Asset management systems, i.e. MTS, Trimble, Fleet locate/GPS, etc. for all areas. Responsible for aligning their teams and supporting uniform "standards" for all aspects of: Equipment design Routine maintenance Major repairs or rebuilds. Replacement planning Responsible for ensuring all loaned, rented or leased assets have current agreements/contracts and insurance in place for assets within their regions (assigned or not) Support development of capital & Maintenance planning, budgeting, forecasting for their sites and work with other regional or management personnel as needed Monitors and controls TCO at the optimum levels (efficient/effective/sustainable) Identification and reductions within major operating expenses. Support the establishment of key goals / metrics for their region. Responsible for optimizing asset/driver routes to achieve operational efficiencies. Expectations: Assets maintained according to PM schedules. 100% success rate in supporting internal and external customers. Successfully accomplish cost reduction initiatives. Overseas Containers Responsibilities: Track all overseas containers thru company tracking system. Ensure all containers have updated inspections for sailing. (CSC & Hydro) Work with vendor to complete inspections on overseas containers as needed. Ensure fabrication has completed all repairs needed of equipment on time. Expectations: Successfully tracking and accounting for all overseas containers. Zero citations or fines for missing or late inspections. All containers repaired and in working order within time guidelines. Qualifications: Bachelor's Degree in Business or related 3-5 years experience in fleet asset management Excellent oral and written communication skills Solid computer skills particularly with Microsoft Office applications Strategic thinking with strong attention to detail Physical Requirements: Able to sit or stand for extended periods of time, as well as physical ability to maintain a consistent presence in the truck shop with service technicians. Able to work inside or outside in varying temperatures and weather conditions as needed. Must possess a valid driver's license and good driving records. Must possess or be able to obtain Transport Worker Identification Card (TWIC), where applicable Able to travel on company business as needed; Anticipated travel is 10%. Ergon is an equal opportunity employer Job Posted by ApplicantPro

Manages projects and assigned staff of varying size, scope and impact from single business units up to multi-component projects with high value and organizational visibility within large divisions and departments. Salary $71,552 - $98,404 Ideal Candidate The ideal candidate will manage the Water Resources Department's portfolio of proposed projects. This will include working with operations leadership to identify capital projects, managing project requests, developing project scope, quantifying risk and priority, and working with contractors and consultants from initial request to successful project delivery and close out. Incumbent will be responsible for the analysis and coordination of resources available for projects and timing of when projects will be executed. This information will provide a clear line of sight into the potential execution plans and ensure decision makers have the best possible information to make project decisions. Core Competencies Customer Commitment - Proactively seeks to understand the needs of the customers and provide the highest standards of service. Dedication to Professionalism and Integrity - Demonstrates and promotes fair, honest, professional and ethical behaviors that establishes trust throughout the organization and with the public we serve. Organizational Excellence - Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations. Success through Teamwork - Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals. Tier 2 Duties and Responsibilities Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on the nature of their assignments, individual employees may perform some or all of the duties described below. Performs project management work by managing, coordinating and implementing medium sized projects. Participates in the development of the scope of work. Establishes administrative procedures and guidelines to ensure effective project/program outcomes. Prepares contract drafts, requests for proposal and other related documents for review. Creates project schedules and controls resources to ensure timely completion of project. Prepares and/or monitors project budgets, monitors status of allocated funds and controls expenses. Coordinates with other sections and departments to ensure efficient flow of communications and services. Reviews and acts on project management, administrative, and operational problems. Performs other related duties as required. Job Specifications Knowledge of project management theory, techniques and tools. Knowledge of the processes, activities, requirements and objectives of the functional area to which assigned. Skill in developing tracking systems to monitor work progress. Ability to effectively coordinate resources and manage these resources to a successful project outcome. Ability to analyze the risks and future impact of decisions. Ability to establish and maintain effective working relations with others within and outside own organization. Ability to collect, organize and analyze data and develop logical conclusions. Physical Requirements This job is performed in a professional office environment using standard office equipment such as computers, phones, photocopiers, and fax machines. Work Category Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Minimum Qualifications Required Graduation from an accredited four year degree granting college or university; AND Four years of program/project management experience directly related to the position duties; OR An equivalent combination of education (not less than a high school diploma/GED), training and experience that would reasonably be expected to provide the job-related competencies noted above. Emergency Management Responsibilities In the event of an emergency or disaster, an employee may be required to respond promptly to duties and responsibilities as assigned by the employee's department, the County's Office of Emergency Management, or County Administration. Such assignments may be for before, during or after the emergency/disaster. Additional Job Requirements A department, depending on the nature of its mission and operations, may require that employees in all or certain positions in this job classification: Maintain the ability to pass the background checks required for the position. These background checks may include but are not limited to: Criminal History Background Check using Florida Department of Law Enforcement (FDLE) Criminal Justice Information Services (CJIS) Level 1 and Level 2 Background screening (Ch. 435 Florida Statutes) Child Abuse, Abandonment and Neglect Record Check using the State Automated Child Welfare Information System (SACWIS) Sex Offender and Sexual Predator record check using the list maintained by the Florida Department of Law Enforcement (FDLE) Possess the necessary job related license(s) or certification(s) that may include possession of a Florida Driver License (Class E) or an applicable Commercial Driver License (CDL) Career Progression Employees in this classification that acquire the competencies and minimum qualifications for the next tier will be able to apply for promotional opportunities through a competitive selection process. Employees will not automatically be upgraded to the next tier. Reclassifying a position is based on business need and financial impact and is not based solely on the job competencies or qualifications of the incumbent.

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

Ergon Associated Asphalt Partners, a subsidiary of Ergon Inc., is looking for a Fleet Asset Manager at our Tampa Causeway location. The Fleet Asset Manager provides a vital role in company facilities with transportation assets by providing leadership to facility service technicians, maintaining strong relationships with vendors and ensuring fleet assets are maintained at the highest level of safety and performance. Interfaces: This role will report to the Regional Fleet Manager and have responsibility for supervising service technicians assigned to the facility. This individual will interface regularly with employees and managers within the company, as well as external vendors, suppliers and agency representatives. Responsibilities: Talent Management Responsibilities: * Professional development of Mechanics / Service Technicians * Conduct annual formal and routine personal performance evaluations for direct reports * Ensure applicable focus on serving customer needs and meeting goals. * Ensure compliance to DOT regulations and Ergon corporate policies for all drivers. * Responsible for training compliance within their regions, for both new hires and existing employees. Expectations: * Equally distribute their time up to 20% in the field with their assets, teams, 5% in industry groups and 5% with their peers. * Provide regular feedback to management to develop best in class standards for performance. * Will have a clear connection and understanding relative supporting team initiatives. * Understand the markets in the regions they operate and devise plans to ensure they provide the most professional, safe, courteous assets and services to our customers. * Ensure employees are fully licensed and qualified for any equipment they are operating * Ensure that a courteous and respectful work environment is always maintained. Team Member Responsibilities: * Develop relationships with external fleet, trucking and logistics industry leaders. * Develop and maintain strong internal relationships within Fleet & Dispatch Operations teams, as well as support staff and customers. * Partner with Supply, Sales, Marketing, Logistics and other internal groups to achieve best in class performance for; * Safety and Environmental * Asset availability * Customer service. * Responsible for carrying out defined goals and strategies for the Transportation Division and/or establishing and aligning their teams' goals to the same. * Ensure their teams are reviewing and integrating the "Daily Load Schedule", for next day shipping, according to time, location and product orders along with other Terminal's or Managers with any third-party haulers for product movement. (supply & distribution) Expectations: * Best in class safety performance. * Collaborate with Fleet & Trucking groups to determine Best Practices and Metrics/KPI's for industry. * Drivers and fleet that consistently rates high with customers (internal and external). Compliance / Health, Safety & Security (HSS) Responsibilities: * Accountable for their region's oversight and management of any regulatory compliance mandates, corporate policies or guidance. * Responsible for maintaining a safe work environment and carrying out all Safety goals and objectives. (2025 LSR) * Responsible for trucking assets compliance, inspections, maintenance and repairs within their region(s). * Ensure all assigned personnel maintain compliance with all mandates. * Ensure all assets at their terminal are safe, compliant and legal for use in their work environments. Expectations: * Successfully accomplish any established goals and/or strategies * Responsible for completing routine audits within their regions. * Achieve 0 - moving violations, OOS equipment and/or driver Violations. Operations / Asset Mgmt. Responsibilities: * Utilize Ergon's Asset management systems, i.e. MTS, Trimble, Fleet locate/GPS, etc. for all areas. * Responsible for aligning their teams and supporting uniform "standards" for all aspects of: * Equipment design * Routine maintenance * Major repairs or rebuilds. * Replacement planning * Responsible for ensuring all loaned, rented or leased assets have current agreements/contracts and insurance in place for assets within their regions (assigned or not) * Support development of capital & Maintenance planning, budgeting, forecasting for their sites and work with other regional or management personnel as needed * Monitors and controls TCO at the optimum levels (efficient/effective/sustainable) * Identification and reductions within major operating expenses. * Support the establishment of key goals / metrics for their region. * Responsible for optimizing asset/driver routes to achieve operational efficiencies. Expectations: * Assets maintained according to PM schedules. * 100% success rate in supporting internal and external customers. * Successfully accomplish cost reduction initiatives. Overseas Containers Responsibilities: * Track all overseas containers thru company tracking system. * Ensure all containers have updated inspections for sailing. (CSC & Hydro) * Work with vendor to complete inspections on overseas containers as needed. * Ensure fabrication has completed all repairs needed of equipment on time. Expectations: * Successfully tracking and accounting for all overseas containers. * Zero citations or fines for missing or late inspections. * All containers repaired and in working order within time guidelines. Qualifications: * Bachelor's Degree in Business or related * 3-5 years experience in fleet asset management * Excellent oral and written communication skills * Solid computer skills particularly with Microsoft Office applications * Strategic thinking with strong attention to detail Physical Requirements: * Able to sit or stand for extended periods of time, as well as physical ability to maintain a consistent presence in the truck shop with service technicians. * Able to work inside or outside in varying temperatures and weather conditions as needed. * Must possess a valid driver's license and good driving records. * Must possess or be able to obtain Transport Worker Identification Card (TWIC), where applicable * Able to travel on company business as needed; Anticipated travel is 10%. Ergon is an equal opportunity employer

Manages projects and assigned staff of varying size, scope and impact from single business units up to multi-component projects with high value and organizational visibility within large divisions and departments. Salary $71,552 - $98,404 Ideal Candidate The ideal candidate will manage the Water Resources Department's portfolio of proposed projects. This will include working with operations leadership to identify capital projects, managing project requests, developing project scope, quantifying risk and priority, and working with contractors and consultants from initial request to successful project delivery and close out. Incumbent will be responsible for the analysis and coordination of resources available for projects and timing of when projects will be executed. This information will provide a clear line of sight into the potential execution plans and ensure decision makers have the best possible information to make project decisions. Core Competencies Customer Commitment - Proactively seeks to understand the needs of the customers and provide the highest standards of service. Dedication to Professionalism and Integrity - Demonstrates and promotes fair, honest, professional and ethical behaviors that establishes trust throughout the organization and with the public we serve. Organizational Excellence - Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations. Success through Teamwork - Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals. Tier 2 Duties and Responsibilities Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on the nature of their assignments, individual employees may perform some or all of the duties described below. Performs project management work by managing, coordinating and implementing medium sized projects. Participates in the development of the scope of work. Establishes administrative procedures and guidelines to ensure effective project/program outcomes. Prepares contract drafts, requests for proposal and other related documents for review. Creates project schedules and controls resources to ensure timely completion of project. Prepares and/or monitors project budgets, monitors status of allocated funds and controls expenses. Coordinates with other sections and departments to ensure efficient flow of communications and services. Reviews and acts on project management, administrative, and operational problems. Performs other related duties as required. Job Specifications Knowledge of project management theory, techniques and tools. Knowledge of the processes, activities, requirements and objectives of the functional area to which assigned. Skill in developing tracking systems to monitor work progress. Ability to effectively coordinate resources and manage these resources to a successful project outcome. Ability to analyze the risks and future impact of decisions. Ability to establish and maintain effective working relations with others within and outside own organization. Ability to collect, organize and analyze data and develop logical conclusions. Physical Requirements This job is performed in a professional office environment using standard office equipment such as computers, phones, photocopiers, and fax machines. Work Category Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Minimum Qualifications Required Graduation from an accredited four year degree granting college or university; AND Four years of program/project management experience directly related to the position duties; OR An equivalent combination of education (not less than a high school diploma/GED), training and experience that would reasonably be expected to provide the job-related competencies noted above. Emergency Management Responsibilities In the event of an emergency or disaster, an employee may be required to respond promptly to duties and responsibilities as assigned by the employee's department, the County's Office of Emergency Management, or County Administration. Such assignments may be for before, during or after the emergency/disaster. Additional Job Requirements A department, depending on the nature of its mission and operations, may require that employees in all or certain positions in this job classification: Maintain the ability to pass the background checks required for the position. These background checks may include but are not limited to: Criminal History Background Check using Florida Department of Law Enforcement (FDLE) Criminal Justice Information Services (CJIS) Level 1 and Level 2 Background screening (Ch. 435 Florida Statutes) Child Abuse, Abandonment and Neglect Record Check using the State Automated Child Welfare Information System (SACWIS) Sex Offender and Sexual Predator record check using the list maintained by the Florida Department of Law Enforcement (FDLE) Possess the necessary job related license(s) or certification(s) that may include possession of a Florida Driver License (Class E) or an applicable Commercial Driver License (CDL) Career Progression Employees in this classification that acquire the competencies and minimum qualifications for the next tier will be able to apply for promotional opportunities through a competitive selection process. Employees will not automatically be upgraded to the next tier. Reclassifying a position is based on business need and financial impact and is not based solely on the job competencies or qualifications of the incumbent.

**Salary starting at $65k/year** Franklin Street is currently seeking a Software Asset Manager to join our team in Tampa, FL. The ideal candidate must possess a bachelor's degree in information technology, business, or related field. 1-2 years of experience in Software Asset Management, IT Asset Management, or related IT/Procurement roles. Experience with SMPs and strong knowledge of software licensing models is preferred to be successful at this role. Position Overview: The Software Asset Manager will oversee the lifecycle management of our software assets. This role will ensure compliance, optimize software usage, manage licensing agreements, and provide insights to reduce risk and cost. The Software Asset Manager will collaborate with IT, Procurement, Finance, Lines of Businesses, and Corporate Departments to align software investments with organizational goals. Software Lifecycle Management: Manage the end-to-end lifecycle of software assets, including procurement, approval management, deployment, maintenance, utilization, and retirement. License Compliance: Monitor and enforce compliance with vendor licensing terms, mitigating risks of audits and penalties. Optimization: Analyze software usage to identify cost savings, avoid over-licensing, and optimize renewals. Vendor Management: Maintain relationships with software vendors and negotiate contracts, renewals, and true-up processes. Governance & Policy: Develop, implement, and maintain software asset management policies, processes, and standards. Reporting & Analytics: Provide regular reports on license consumption, compliance risks, renewal timelines, and cost optimization opportunities. Audit Support: Lead software audit preparation, data gathering, and remediation efforts. Troubleshooting: Help troubleshoot user access issues directly with vendors, IT, or accounting teams to ensure payment has been received to avoid disruption of service. Cataloging: Store contracts, addendums, invoices, and relevant correspondence in SharePoint Collaboration: Work closely with IT, Finance, Procurement, and Legal teams to ensure software investments align with business needs. Requirements Bachelor's degree in information technology, Business, or related field (or equivalent experience). 1-2 years of experience in Software Asset Management, IT Asset Management, or related IT/Procurement roles. Experience with SMPs (Saas Managing Platforms) (e.g., Zluri, Zylo, Torii, or equivalent) is preferred. Strong knowledge of software licensing models (Microsoft, Adobe, Oracle, IBM, etc.). Excellent analytical, problem-solving, and negotiation skills. Strong understanding of ITIL, ISO 19770, or other IT asset management frameworks (preferred). Exceptional communication skills with the ability to present findings to stakeholders at all levels. About Franklin Street: Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients' evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions-Real Estate, Capital, Insurance, Property Management, and Project Management-Franklin Street offers unmatched value and optimal solutions for clients nationwide. Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity you've been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success. Learn more about Franklin Street and our award-winning culture at ******************* Franklin Street offers competitive salaries, medical - including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events. Must be able to successfully pass pre-employment (post-offer) drug screen and background check. Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.

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

The Fay Group, originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to refinance for existing mortgages. The Fay Group is made up of separate business units offering a complete range of home ownership products and services that provide customers with solutions to navigate the challenges of home ownership while helping them build toward their long-term financial goals. We consider the people behind those mortgages and work hard to give them the best chance possible to stay in their homes. Fay Cares! The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Over 80% of employees across Fay, Constructive, and GenStone affiliate companies make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders. Come join us on our journey to serve our customers and be the leader in our industry! We are currently looking for an Asset Manager to join our team! Reporting to the EVP, Head of Asset Management, this position optimizes the performance and value of a diversified portfolio including Residential Transitional Loans (RTLs), Build-to-Rent (B2R) loans, Multi-Family loans, Single-Family Rental (SFR) loans and other loan structures. This position oversees asset performance through financial analysis, asset disposition structuring and strategic collaboration with clients, ensuring long-term value enhancement through focused oversight. Additionally, this role assesses portfolio risks, market trends and investment opportunities to support sustained portfolio growth. This position drives continuous improvements to maximize returns while adhering to regulatory and compliance standards. What you will do for Fay: Oversee asset management activities to analyze, monitor, and evaluate assets throughout the product lifecycle Perform in-depth financial analysis to support decision-making, including cash flow modeling, valuation analysis and ROI projections Conduct regular financial reviews, such as operating budgets, cash flow analysis and variance reports and develop strategies to enhance property performance Prepare and maintain monthly and quarterly asset performance reports for internal and external stakeholders Mitigate potential client losses by identifying areas of concern and/ or opportunities, reporting issues and implementing solutions Contribute to the drafting and execution of strategic business plans, including quarterly portfolio valuations Monitor market trends and regulatory changes, adjusting asset strategies as needed to mitigate risk and capitalize on opportunity Collaborate with cross-functional teams, including finance, operations and client relations, to align asset strategies with broader business objectives Develop domain knowledge of Fay's business to include an understanding of organizational objectives Ensure compliance with Fay's policies, processes, and practices. Successfully complete all department and company required training Model Fay's Values, Operating Principles, ethical standards, professionalism and code of conduct Demonstrate behaviors that align with Fay's Values and Operating Principles Perform other duties and responsibilities as assigned What you will bring to Fay: Bachelor's degree in finance, real estate, or related field (or equivalent combination of years of experience with High School diploma/GED) 3+ years' experience in asset management, investment management, or related field 2+ years' experience in the mortgage servicing industry Solid understanding of loan documentation and real estate from a business perspective Experience with various loan servicing systems (e.g., MSP, TMO, Fiserv, FICS) Demonstrated experience working in a fast-paced work environment Proficient in MS Word, Excel, and PowerPoint Solid verbal and written communication skills Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization Strong problem-solving, data collection, analysis, and decision-making skills; ability to analyze and interpret data to identify opportunities Solid decision-making abilities coupled with sound judgment Strong time management skills Ability to prioritize numerous tasks and manage shifting priorities Ability to work independently and manage tight deadlines effectively Client-focused with strong execution skills and results orientation High level of precision with attention to detail and consistency Flexible, open to change, ability to learn new things quickly Ability to work in a collaborative environment Equity and Inclusion are embedded into our way of working at Fay. We believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected and included and is presented with equal opportunities to be successful here at Fay. We are proud to be an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to ********************* E-Verify is a registered trademark of the U.S. Department of Homeland Security.

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

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