Asset Manager
Portfolio manager job in Yardley, PA
Reports to: VP of Asset Management
Our client, a fast-growing real estate investment firm is seeking a dynamic Asset Manager to oversee a diverse portfolio of multi-family and retail properties. This is a high-impact role for a strategic, detail-oriented professional with a strong analytical background and deep industry knowledge.
As their firm continues to expand its national and Canadian portfolio, this role offers significant growth potential and the opportunity to work alongside a seasoned and collaborative leadership team.
Role Overview
You will take ownership of the ongoing performance, risk, and value creation strategies for a select portfolio of preferred equity investments. The ideal candidate brings a balanced mix of financial rigor, market insight, and relationship management, all geared toward maximizing investment outcomes in a competitive real estate environment.
Key Responsibilities
Portfolio Risk Oversight
Proactively identify and mitigate financial and operational risks across the asset base. Collaborate with the investment team to implement effective risk management protocols.
Value Optimization
Drive asset-level strategy execution, including repositioning plans, refinancing opportunities, and capital improvements designed to unlock long-term value.
Financial & Investment Analysis
Build and maintain complex financial models to support decision-making. Analyze portfolio performance, evaluate new opportunities, and recommend strategies to improve yield and returns.
Performance Reporting & Communication
Prepare and deliver detailed investment performance reports and market updates to internal stakeholders and external partners. Ensure timely, clear, and professional reporting in line with contractual obligations.
Stakeholder Engagement
Maintain strong working relationships with property owners, operating partners, and other stakeholders to ensure smooth execution across the lifecycle of each investment.
Team Collaboration & Mentorship
Contribute to a high-performing asset management team by supporting collective goals, mentoring junior staff, and sharing insights that enhance team and asset performance.
Qualifications & Skills
Bachelor's degree in Real Estate, Finance, Business, or a related field required; MBA or relevant advanced degree is a plus.
Minimum 5 years of experience in real estate asset management.
Strong command of real estate valuation, financial modeling, and investment analysis, including expertise with Excel and Argus.
Ability to draft concise yet detailed approval memos for key decisions (e.g., buy/sell/hold, refinancing, capital expenditure).
Strong verbal and written communication skills; able to translate complex financial concepts into clear business language.
Finance Manager
Portfolio manager job in Somerset, NJ
Our client, a leading pharmaceutical company located in Somerset County, NJ is seeking a Finance Manager for a long-term consulting engagement.
The highly skilled and motivated Finance Manager will oversee non-study related projects, drive technical solution implementation, and provide essential support to the Leadership team in the US. The role involves taking charge of departmental financial management and efficient vendor coordination.
This position will focus on the management of technical solutions, financial tracking, and vendor management in US. Work closely with stakeholders including but not limited to finance, procurement, IT, and legal.
Requirements:
Financial Oversight & Budget Management
Excellent financial management skills, with the ability to forecast, track, and manage project budgets effectively using Smartsheet.
Finance Forecasting and Resource Planning: Manage finance forecasts and actuals and optimize resource planning to achieve project objectives effectively.
Preparation and presentation of Quarterly and Annual Finance Packs for Senior Leadership Team and the wider organization.
Vendor & Procurement Coordination
Exceptional vendor management capabilities to foster successful collaborations.
Financial and Vendor Management: Oversee financial aspects and vendor interactions within the US department, ensuring effective budget management and successful collaborations.
Being the main point of contact for all procure to pay contracts, ensuring a smooth and successful process for all stakeholders.
Project & Systems Implementation Support
Proven experience in project management, with a track record of successfully delivering projects on time and within budget.
Strong technical acumen to oversee the implementation of technical solutions.
Strong problem-solving and decision-making abilities to overcome project challenges
Stakeholder Collaboration
Excellent communication and leadership skills to co-pilot the US finances with the Global Leadership team effectively.
Comfortable with presentations, training others, and meeting facilitation.
Ability to work collaboratively with cross-functional teams and stakeholders.
Demonstrated commitment to maintaining high-quality standards and achieving operational excellence.
Operational Excellence
Collaborate with the head of project management and operational excellence to ensure the team's smooth operations, including meeting management, tracking development plans and timelines, managing scope, and mitigating risks.
Stakeholder Collaboration:
Work closely with key stakeholders such as finance, procurement, IT, and legal to ensure smooth project execution.
Regular collaboration with European stakeholders (including the EU Head of Financials) is required.
Travel may be minimal or not required, depending on project needs.
Education:
Accounting experience/degree required
CPA qualification preferred
Investor Relations Manager
Portfolio manager job in Conshohocken, PA
About Us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the worlds largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a global presence, with our corporate headquarters located in Conshohocken, PA. Quaker Houghton is a global publicly traded company with a unique collaborative culture that supports career growth for its associates and offers competitive compensation and benefit programs.
Job Summary
Reporting directly to the VP, Investor Relations & Assistant Corporate Treasurer, the Investor Relations Manager will play a pivotal role in shaping and executing the Companys investor relations, financial communications, and treasury strategy. This individual will serve as a trusted advisor to senior leadership, driving proactive engagement with investors and analysts, and ensuring the Company effectively communicates its financial strategy, performance, and long-term value creation priorities to key stakeholders.
Key Responsibilities
Investor Relations
* Prepare quarterly earnings materials, including press releases, earnings call scripts, Q&A documents, and investor presentations, ensuring clear and compelling messaging.
* Partner with Finance, FP&A, and commercial teams to evaluate performance, and align financial messaging with strategy.
* Drive the preparation of executive and Board of Directors updates on capital markets activities, shareholder engagement, and investor sentiment.
* Partner with the Head of IR to coordinate, manage and engage institutional investors and sell-side analysts, fostering strong relationships and representing the Companys strategy, performance, and outlook.
* Monitor and analyze sell-side research, analyst financial models, and peer company disclosures to provide actionable insights to leadership.
* Develop and maintain competitive intelligence through peer benchmarking, industry trend analysis, and valuation studies to inform corporate strategy and messaging.
* Ensure compliance with disclosure best practices and SEC/Reg. FD requirements.
* Oversee planning and execution of key investor events, including Investor Day, non-deal roadshows, and industry conferences.
Treasury & Global Risk Management
* Support the development of capital allocation frameworks, financing strategies, and long-term financial planning models.
* Prepare executive Board-level materials related to capital markets activity, capital structures, and financial strategy.
* Monitor capital structure, and debt/equity markets to identify risks and opportunities.
* Provide analytical and strategic support for debt and equity capital markets activities.
* Contribute to broader treasury initiatives, including capital markets, insurance, risk management, and other related areas.
Qualifications
* Bachelors degree required; MBA, CFA, or CPA strongly preferred.
* 5 years of progressive experience in investor relations, equity research, corporate finance, or related fields.
* Exceptional financial modeling, valuation, and analytical skills with a proven ability to synthesize complex data into strategic insights.
* Outstanding written and verbal communication skills with experience developing materials for senior executives, Boards of Directors, and external stakeholders.
* Strong interpersonal skills with demonstrated ability to engage credibly with institutional investors, analysts, and senior leadership.
* Strategic thinker who operates effectively in fast-paced, dynamic environments.
* Results-oriented with a high degree of accountability, professionalism, and integrity.
* Travel requirement:
What's In It for You
* Competitive pay programs with excellent career growth trajectory
* Paid time off for volunteerism
* Dress for your day; how you dress is determined by what your day may bring
* Opportunity to participate in comprehensive benefit options including Medical, Dental, Vision, Parental Leave, Holiday Pay, Paid Time Off, Tuition Reimbursement, and Savings Plan
* Work for a global leader in the industrial process fluids industry
Quaker Houghton provides equal employment opportunity for all qualified candidates. Quaker Houghton does not discriminate against any candidate for employment based on race, color, religion, sex, gender, gender identity or expression, affectional or sexual orientation, pregnancy, age, creed, ancestry, national origin, citizenship, marital or domestic partnership or civil union status, veterans status, physical/mental disability, genetic information, or any other category protected by U.S federal, state, and/or local employment law. Furthermore, Quaker Houghton is committed to providing reasonable accommodations to qualified candidates with physical and/or mental disabilities.
Portfolio Manager CRE
Portfolio manager job in Philadelphia, PA
Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
Primary Functions of the Position:
* Underwrites requests for credit extensions to new and existing clients (new money business)
* Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities
* Prepares the following for presentation to Senior Loan Committee:
* Credit Approval Request (CAR)
* Modifications
* Covenant Waivers/Amendments
* Accurate and Timely Risk Rating
* Assessment of Real Estate Sponsorship
* Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur
* In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties.
* Ensures final loan documentation is consistent with credit approvals prior to closing.
* Accompanies the relationship manager on prospect / client calls when appropriate
Education and Experience Requirements:
* Bachelor's Degree in Finance, Accounting, or related field
* Minimum of 5 years of credit analysis and underwriting experience
* Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred
Essential Skills and Abilities:
* Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types
* Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
* Strong written and verbal communication skills
* Strong presentation skills
* Ability to work independently and within a team
* Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
APPLY NOW
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Portfolio Manager
Portfolio manager job in Horsham, PA
Job Description
The Portfolio Manager is responsible for overseeing the administration, performance, and strategic direction of a property portfolio. This role focuses on ensuring compliance with risk management policies, optimizing client relationships, and driving portfolio growth while maintaining alignment with organizational goals and market conditions.
Key Responsibilities:
Portfolio Oversight: Administer and manage the performance of a property portfolio, ensuring alignment with company strategies and regulatory requirements.
Risk Management: Analyze, underwrite, and monitor assigned relationships, assessing financial and operational data to recommend risk mitigation and portfolio adjustments.
Renewal Management: Collaborate with clients, support staff, and the credit department to manage the renewal process efficiently.
Performance Reporting: Prepare detailed monthly performance reports for internal teams, leadership, and investors.
Market Analysis: Stay informed of economic conditions, market trends, and legislative changes that may affect the real estate landscape and customer relationships.
Risk Identification: Proactively identify and address risk and opportunity characteristics within the portfolio, with a forward-looking view of market conditions.
Strategic Guidance: Provide insights on asset allocation, pricing trends, and industry-specific challenges to steer property originations and optimize portfolio performance.
Innovation in Reporting: Develop and implement advanced portfolio reporting tools and methodologies for continuous monitoring and trend analysis.
Concentration Risk Management: Help develop and monitor concentration risk methodologies, ensuring balanced portfolio exposure and mitigating over-concentration risks.
Desired Competency, Experience and Skills:
Strong background in commercial real estate.
Experience in portfolio management, credit analysis, and risk mitigation strategies.
Ability to interpret and analyze financial and operational data to drive decision-making.
Knowledge of market trends, economic conditions, and regulatory guidelines.
Excellent communication and collaboration skills for interacting with clients, team members, and stakeholders.
Proficiency in creating detailed performance and risk reports for leadership and investors.
Preferred Skills:
Familiarity with statistical modeling and portfolio analysis tools.
Understanding of property market dynamics and valuation metrics.
Expertise in risk concentration methodologies and asset allocation strategies.
About Lincoln Property Company
Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
Credit Portfolio Manager II- Construction Len
Portfolio manager job in Philadelphia, PA
At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business.
Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community!
ABOUT YOUR ROLE:
In concert with SCO, directs all facets of construction loan processing from origination to closing. Perform independent analysis for commercial loan requests that are more of a complex nature; evaluate and make recommendation to approve, deny or offer alternative structuring solution; manage the Bank's most complex construction loans. Prepare written analysis and succinctly summarize underlying risk, and recommend risk rating. Identify and document any deviations from the Commercial Loan Policy as appropriate. Review analyses performed by Credit Analyst staff, and, if applicable, incorporate into overall risk assessment. Recommend and approve credit decisions within established authority in conjunction with Credit Officer if applicable. Ensure adherence to all applicable laws, regulations and company guidelines as detailed in the Bank's credit policy. Provide guidance to less seasoned Credit Portfolio Managers and Credit Analyst staff.
WHAT YOU WILL DO:
1. Direct all facets of construction loan processing from origination to closing.
2. Responsible for reviewing and/or negotiating Commercial Real Estate (CRE) loan documents, while protecting the Bank's interest, and providing management of a loan portfolio from the time the loans are approved until pay-off or maturity.
3. Manage the Bank's most complex construction loans. Prepare and manage construction budgets.
4. Partner with customers, attorneys, construction consultants and title company representatives, during all phases of financing and closing. Review third party reports for accuracy and relevant data.
5. Perform efficient and concise detailed analysis and quality underwriting of commercial/construction loan proposals including the most complex loans. Proactively and independently analyze and structure proposals and complete the underwriting and evaluation process. Identify loan structure alternatives and make recommendations on credit decisions. Be the final decision maker on credits within their individual lending authority. Ensure compliance with credit policy and underwriting requirements.
6. Maintain the overall credit quality of the region's loan portfolio by pro-actively identifying the impact of current economic and market trends on the portfolio; take appropriate action to mitigate and control risks. Identify and document any deviation from the Commercial loan policy as appropriate.
7. Discuss and review covenants and overall assessment with reviewers and establish turnaround/delivery requirements. Participate in customer meeting to provide expert analytical counsel and credit perspective.
8. Conduct thorough annual review of current portfolio clients including review of financials, site visits, and assessment of general business information and other factors that would be indicators of risk.
9. Perform analysis of secondary sources of repayment such as collateral; assess the quality and source of collateral marketability in a liquidation scenario.
10. Perform analysis of a guarantor's financial position through a thorough investigation of personal financial statements to develop an understanding of any contingent liabilities, and constructing an estimated personal net cash flow through the thorough investigation of personal tax returns and credit reporting documentation.
11. Prepare comprehensive written analysis for loan proposals including summary of financial statements, cash flow trends, management profiles, business and product cycles, operating performance and appropriate economic and market research.
12. Assign a credit risk rating.
13. Prepare in-depth loan package with detailed analysis and recommendations for presentation to reviewers and/or Management Credit Committee. Attend Management Credit Committee to provide input on overall assessment and answer questions regarding their credit analysis as necessary. May present credits to the Management Credit Committee.
14. In partnership with the Commercial Relationship Managers and Regional Managers, establish and maintain relationships with current and prospective customers. Leverage customer knowledge to proactively identify and recommend opportunities to cross-sell additional loan and non-credit products to clients.
15. Provide guidance to less seasoned Credit Portfolio Managers and credit analyst staff.
16. Ensure compliance of all required documentation and ensure loan terms and conditions adhere to established credit policy and approval. Ensure compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies.
17. Provide approval authority for commercial loans as specified by Loan Policy. WHAT WE EXPECT OF YOU:
* Considerable knowledge of commercial real estate lending including letters of credit, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties.
* Strong technical expertise in closing and loan management functions.
* Demonstrated ability to close commercial real estate loans and manage a commercial real estate loan portfolio.
* Knowledge of commercial real estate finance, law, documentation, accounting and data systems
* Thorough knowledge of commercial lending process including credit evaluation and underwriting expertise with proven success making independent credit assessments. Ability to analyze participation loans and other loans with complex covenant structures.
* Thorough knowledge and understanding of credit approval policy and process with the proven ability to accurately interpret lending policy and apply same to the management of the portfolio.
* Knowledge and understanding of qualitative portfolio analytics and metrics with the ability to utilize automated and manual analytical tools and techniques, including "what-if" scenarios and in-depth projective financial analysis to the most complex lending scenarios.
* Ability to identify and quantify business risks and the key drivers of risk and focus decisions accordingly.
* General understanding of bank's overall portfolio mix, concentration and exposure limits, risk philosophy. Ability to understand client industry and its fit into portfolio parameters
* Thorough knowledge of banking regulations and laws governing commercial lending.
* Strong written and oral communication skills with the ability to effectively communicate financial analysis detail in a clear, concise manner. Confident in the ability to present to senior management and/or Credit Committee as necessary.
* Ability to establish and maintain professional internal partner and external client relationships.
* Demonstrated ability to provide guidance and leadership to less seasoned staff.
* Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
* Demonstrated proficiency with Microsoft Office, with specific capability in Word and Excel.
* Ability to maintain the confidentiality of credit and customer information.
Client Portfolio Manager
Portfolio manager job in Philadelphia, PA
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.
Join us as a Client Portfolio Manager
The BBH Investment Research Group (IRG) is the centralized investment team within BBH's Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies.
As part of IRG's dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy (“CPMS”) team, which is responsible for communicating our best investment thinking to our client teams and our clients.
This Client Portfolio Manager position is a newly created role, reporting directly to the Head of CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy.
The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation.
The Client Portfolio Manager is responsible for representing for our multi-asset class investment portfolios with our clients and prospects. This role is responsible for working directly with existing and prospective clients to represent BBH's investment strategies and overall portfolio approach. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client.
The scope of work with clients includes preparing and presenting portfolio proposals, portfolio reviews, providing updates on individual investment manager strategies as well as contributing to written content and responding to investment enquiries. The ideal candidate will have experience in discussing portfolios with clients across multiple asset classes. The role also involves capturing key portfolio insights, research projects and other ad-hoc analyses. A strong skill set in synthesizing research findings is important, as is investment writing and creative presentation content. Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform.
While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applicants who are seeking to be located in Boston and Philadelphia, with periodic travel to other offices, as needed.
Some of your key responsibilities include:
Portfolio Management Support
Serve as an IRG investment expert for BBH's taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients.
Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance.
Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis.
Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information.
Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team.
Actively engage in IRG investment discussions and decision-making processes.
Client Relationship Management
Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests.
Create timely client-specific materials, reports, and thought pieces to address client needs.
Draft communications for relationship teams including, but not limited to: 1-pagers that summarize key data for each manager, top 10 investment holdings summaries, and Ad Hoc commentary (think: performance update, moved to watch list, personnel turnover, etc.).
Participate as needed in the process to onboard new client relationships
Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs.
Asset Allocation, Market Analysis and Content Generation
Assist with developing a process for CPMS to assist the Relationship Managers in ensuring that client portfolios are managed in accordance with the investment policy statement.
Recommend rebalancing recommendations when markets move portfolios away from targets.
Monitor and analyze portfolio exposure data for client policy portfolios.
Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions.
While we invest bottom-up, we worry top-down about risks that could impact the portfolio - assist in writing market commentary that inspires client confidence that we are monitoring all potential risks
Stay informed of industry trends, investment manager updates, market and macroeconomic developments that may influence portfolio construction or Front Office/client communication.
Qualifications:
In addition to a strong work ethic, unquestioned integrity, a demonstrated record of professional success, and sound judgement, candidates should possess the following:
BA or Equivalent, advanced degree and/or CFA/CAIA a plus
8+ years of relevant investment-related experience.
Has a blend of both investment acumen and client experience to be a successful Client Portfolio Manager representing our business with our clients.
Demonstrated interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers.
Strong conceptual and critical thinking skills.
Excellent interpersonal skills and the ability to build trusted relationships with clients and colleagues .
Outstanding written and verbal communication skills.
Demonstrated ability to work in a collaborative team environment
Strong quantitative and qualitative analysis skills, including data analysis.
Experience managing and/or mentoring colleagues.
Knowledge of BBH products, practices and investment philosophy, a plus
Experience with Microsoft Office Products, particularly PowerPoint and Excel, required
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
Auto-ApplySite Contracts Portfolio Manager
Portfolio manager job in Blue Bell, PA
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
Title: Site Contracts Portfolio Manager
Role Summary:
Responsible for managing specific client partnership for the site contracts delivery, including portfolio level point of contact for internal and external stakeholders, managing performance activities and required KPIs for portfolio, pipeline monitoring, portfolio level metric reporting, preparing and updating portfolio templates, establishing portfolio level processes and procedures, and delivering training on client specific processes.
Responsibilities:
* Manages partnerships and working relationships at portfolio level for clients and/or projects.
* Defines, manages, and executes the site contract and budget strategy for assigned clients within study and portfolio level timelines to meet client deliverables.
* May be responsible for the fiscal management of allocated services with assigned clients including department budgeting and cost management, proposal/budget/RFP reviews, revenue recognition, units billing, identifying out of scope activities, and preparing change in scope documentation as required.
* Provide review of Master Services Agreement and/or Work Order review for site contracts for assigned portfolio as needed.
* May be responsible for support inputs into sales processes, i.e. maintenance of materials for RFIs, RFPs, or bid defense meetings, bespoke materials, and other ad hoc bid defense meeting attendance.
* Works closely and proactively with client to actively lead, develop, support, and contribute to the continuous improvement of client specific processes and procedures.
* Ensure consistency in adoption and implementation of client processes and expectations across site contracts team working on client portfolio.
* Accountable for site contracts team efficiency and adherence to portfolio specific standard operating procedures (SOPs), work instructions(WIs), project instructions, timelines, quality check processes, and study budgets for assigned portfolio clients.
* Provides portfolio level progress reporting, KPIs, and metrics to clients for site contracts activities.
* Monitors and assists with resourcing management at portfolio level to ensure required resources are available for projects to meet project and/or portfolio timelines and deliverables.
* Delivers training on client specific processes to site contracts negotiators and/or site contracts leads assigned to the portfolio.
* Ensures process and delivery consistency across designated portfolios and/or projects.
* May support portfolio level stakeholders, both internally and externally, in writing partnership manuals and/or governance plans.
* Supports Senior Site Contracts Portfolio Manager, Contracts Managers, and/or Director, Site Contracts as needed.
* Participates in initiatives to support improvement of client partnerships.
* Leads and/or participates in departmental and interdepartmental initiatives and process improvements, as assigned.
* Completes all required project, client, department, and ICON trainings on time and adheres to the applicable SOPs, processes, and procedures.
What you need:
* Bachelor's Degree
* 6-9 years of experience in a Clinical Research environment
* Demonstrates leadership skills and the ability to energize and develop others.
* Creates an environment of teamwork and has the ability to establish and maintain good relationships internally and externally.
* Operates independently with a willingness and ability to make decisions with minimal oversight and support.
* Utilizes robust critical thinking to resolve issues and make rational judgements.
* Able to effectively communicate with internal and external customers within all levels of the organization.
* Highly detail oriented with careful attention to detail.
* Ability to effectively organize, prioritize, and plan for competing priorities, including strong time management skills.
* Excellent oral and written communication skills.
* Strong attention to detail.
* Great interpersonal and communication skills.
* Confidence in dealing with external and internal clients.
* Exhibits extensive competency in Microsoft Office Suite applications (i.e. Word, Excel, Powerpoint, Outlook).
What ICON can offer you:
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.
Our benefits examples include:
* Various annual leave entitlements
* A range of health insurance offerings to suit you and your family's needs.
* Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
* Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being.
* Life assurance
* Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.
Visit our careers site to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here
Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here to apply
Commercial Portfolio Manager II
Portfolio manager job in Clinton, NJ
Responsible for helping to manage the Commercial & SBA loan portfolio as assigned. Perform loan reviews on the existing portfolio to reaffirm risk ratings, and upgrade/downgrade when applicable, and ensure borrowers are in compliance with covenants. In addition, will be required to occasionally contact borrowers, conduct site visits and customer meetings, and work with the credit team and loan officers to resolve customer problems. Also assist team with various Board and executive management reports.
Essential Functions
Conduct regular loan monitoring reviews.
Prepare Credit Reviews to assess asset quality, including performance against original underwriting expectations.
Evaluate borrower/sponsor financial statements, rent rolls, project status reports, and overall credit condition.
Coordinate site visits and prepare site visit reports in accordance with Credit policies and procedures.
Assist the Portfolio Management Team with reporting on the overall portfolio, including asset quality, stress testing, industry and market analysis, asset allocation, reserves, and non-performing loan analysis.
Maintain accurate loan risk ratings by analyzing loan performance and preparing annual reviews.
Ensure compliance with the Bank's Credit Policy and regulatory standards.
Serve as the loan-level expert for a portfolio of complex construction, permanent, and/or C&I loans.
Maintain a high degree of professionalism in post-closing relationships with borrowers to encourage repeat business.
Complete site visits, covenants, and annual reviews in a timely manner.
Maintain reporting information on relevant tracking systems for accurate reporting.
Participate in meetings, trainings, and special projects as assigned by management.
Work on miscellaneous projects related to credit functions or across the bank as needed.
Assist loan officers with Abrigo tickler maintenance, covenant tracking and financial statement retention.
Follow up with loan officers to obtain updated financial information including business and personal tax returns and personal financial statements.
Assist borrowers and loan officers in modifying loans as needed for payment modifications, loan restructuring, collateral release, etc..
Draft memos for any substantial changes in a borrower's financial stability or ownership structure.
Keep informed of industry changes, trends, and best practices.
Job Requirements and Qualifications
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to manage multiple tasks and meet deadlines.
Proficiency in financial reporting and risk management.
In-depth understanding of credit analysis, due diligence, and loan documentation.
Knowledge of bank structures, products, procedures, and the economic environment.
Understanding of regulatory standards and compliance requirements.
Education and Experience
Bachelor's degree in Finance, Business Administration, or related field.
Minimum of 5-8 years of experience in portfolio management, preferably within a community bank or similar financial institution.
Proven track record in managing complex loan portfolios, including real estate-based and business lending.
Licenses and Certifications
N/A
Knowledge, Skills, and Abilities
Experience in real estate-based and business lending, including credit analysis, due diligence, and loan documentation.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to manage multiple tasks and meet deadlines.
Proficiency in financial reporting and risk management.
Experience with Abrigo (aka Sageworks) desired.
Ability to work independently with little supervision.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to travel within Unity Bank's lending footprint to perform site visits
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to use telephone to communicate with customers and employees.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier,
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Open floor work environment.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
Portfolio Manager II - CRE
Portfolio manager job in Jackson, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
This CRE position's responsibilities include all aspects of Portfolio Management as relates to assigned portfolio loans. The primary focus will be assisting multiple Lenders with the monitoring and management of their portfolio, maintaining a small portfolio of their own and assisting with other department related assigned functions. Responsibilities will include the preparation of short term extensions, modifications, borrower contact and comprehensive financial review of both individual and project economics and valuation, guarantor analysis, market analysis and risk rating recommendation. The loan analyses include both CRE construction loans and CRE permanent mortgages. This position is considered more experienced in the job family.
KEY RESPONSIBILITIES:
Portfolio Management responsibilities including:
Monitor maturities and past dues.
Monitor covenant compliance of the CRE portfolio.
Monitor the receipt, review and proper documentation of financials, loan approvals, loan documents, etc.
Prepare Annual Reviews to assess credit quality and covenant compliance.
Prepare short term extensions of matured loans.
Preparation of Semi-annual construction reviews
Covenant compliance; performs property inspections.
Preparation of detailed excel Group Exposure Chart.
Request quotes/order appraisal and environmental reports.
Additional Responsibilities include:
Detailed property descriptions and market analysis.
Detailed analysis of financial statements.
Project economics, income and expense analysis, tenancy analysis, and property
valuations
Construction budget analysis with determination of sources and uses of funds.
Borrower and Guarantor analysis.
Assess lending risks, clearly identify offsetting mitigates and summarize
Recommendations.
Prepare loan modification/covenant waiver memos.
Completes special projects as directed by the CRE Portfolio Manager Team Leader.
MINIMUM QUALIFICATIONS:
Bachelor's degrees in Finance, Accounting or Economics required.
Five (5) to Seven (7) years' work experience in all facets of commercial real estate within financial industry, with a strong concentration in Banking.
Strong Comprehensive financial analysis skills / experience.
Comprehensive Commercial Real Estate loan analysis experience.
Ability to manage a commercial real estate portfolio
Ability to assist multiple Lenders with management of their portfolio
Strong verb and written communicative and analytical skills.
Proficient with software programs (Microsoft Word, Excel & Argus), financial analysis programs and discounted cash flow models.
Strong customer service skills.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$92,300 - $131,800 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
Site Contracts Portfolio Manager
Portfolio manager job in Blue Bell, PA
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
**Title:** Site Contracts Portfolio Manager
**Role Summary:**
Responsible for managing specific client partnership for the site contracts delivery, including portfolio level point of contact for internal and external stakeholders, managing performance activities and required KPIs for portfolio, pipeline monitoring, portfolio level metric reporting, preparing and updating portfolio templates, establishing portfolio level processes and procedures, and delivering training on client specific processes.
**Responsibilities:**
+ Manages partnerships and working relationships at portfolio level for clients and/or projects.
+ Defines, manages, and executes the site contract and budget strategy for assigned clients within study and portfolio level timelines to meet client deliverables.
+ May be responsible for the fiscal management of allocated services with assigned clients including department budgeting and cost management, proposal/budget/RFP reviews, revenue recognition, units billing, identifying out of scope activities, and preparing change in scope documentation as required.
+ Provide review of Master Services Agreement and/or Work Order review for site contracts for assigned portfolio as needed.
+ May be responsible for support inputs into sales processes, i.e. maintenance of materials for RFIs, RFPs, or bid defense meetings, bespoke materials, and other ad hoc bid defense meeting attendance.
+ Works closely and proactively with client to actively lead, develop, support, and contribute to the continuous improvement of client specific processes and procedures.
+ Ensure consistency in adoption and implementation of client processes and expectations across site contracts team working on client portfolio.
+ Accountable for site contracts team efficiency and adherence to portfolio specific standard operating procedures (SOPs), work instructions(WIs), project instructions, timelines, quality check processes, and study budgets for assigned portfolio clients.
+ Provides portfolio level progress reporting, KPIs, and metrics to clients for site contracts activities.
+ Monitors and assists with resourcing management at portfolio level to ensure required resources are available for projects to meet project and/or portfolio timelines and deliverables.
+ Delivers training on client specific processes to site contracts negotiators and/or site contracts leads assigned to the portfolio.
+ Ensures process and delivery consistency across designated portfolios and/or projects.
+ May support portfolio level stakeholders, both internally and externally, in writing partnership manuals and/or governance plans.
+ Supports Senior Site Contracts Portfolio Manager, Contracts Managers, and/or Director, Site Contracts as needed.
+ Participates in initiatives to support improvement of client partnerships.
+ Leads and/or participates in departmental and interdepartmental initiatives and process improvements, as assigned.
+ Completes all required project, client, department, and ICON trainings on time and adheres to the applicable SOPs, processes, and procedures.
**What you need:**
+ Bachelor's Degree
+ 6-9 years of experience in a Clinical Research environment
+ Demonstrates leadership skills and the ability to energize and develop others.
+ Creates an environment of teamwork and has the ability to establish and maintain good relationships internally and externally.
+ Operates independently with a willingness and ability to make decisions with minimal oversight and support.
+ Utilizes robust critical thinking to resolve issues and make rational judgements.
+ Able to effectively communicate with internal and external customers within all levels of the organization.
+ Highly detail oriented with careful attention to detail.
+ Ability to effectively organize, prioritize, and plan for competing priorities, including strong time management skills.
+ Excellent oral and written communication skills.
+ Strong attention to detail.
+ Great interpersonal and communication skills.
+ Confidence in dealing with external and internal clients.
+ Exhibits extensive competency in Microsoft Office Suite applications (i.e. Word, Excel, Powerpoint, Outlook).
**What ICON can offer you:**
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.
Our benefits examples include:
+ Various annual leave entitlements
+ A range of health insurance offerings to suit you and your family's needs.
+ Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
+ Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being.
+ Life assurance
+ Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.
Visit our careers site (************************************* to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here (******************************************************
Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here (****************************************************** to apply
Director, Government Portfolio Leader
Portfolio manager job in Trenton, NJ
**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities.
**The Role**
Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives.
But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive.
You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer.
Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond.
Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights.
You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market.
As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation.
If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together.
Your Future at Kyndryl
Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here.
Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment.
**Who You Are**
You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others.
**Required Skills & Experience:**
+ 10+ years of experience managing sales process end-to-end
+ 5+ years of experience running account P&L $10M+ Must have experience on government accounts
+ Deep knowledge of business and technology trends and government industry best practices
+ Proven experience with revenue growth, cost, profitability, trends, and risks
+ Open minded and empathetic approach in relationships with customers
+ May be required to travel up to 25%
**Bonus Skills & Education:**
+ Bachelor's degree or Master's degree
+ Sales experience in technical solutions
**The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:**
**California: $175,080 to $343,920**
**Colorado: $159,240 to $286,560**
**New York City:** **$191,040 to $343,920**
**Washington:** **$175,080 to $315,240**
**Washington DC: $175,080 to $315,240**
**This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.**
**Being You**
Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way.
**What You Can Expect**
With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed.
**Get Referred!**
If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address.
Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Engagement Portfolio Lead - Insurance Domain
Portfolio manager job in Somerset, NJ
At Cognizant, our global community sets us apart-an energetic, collaborative and inclusive workplace where everyone can thrive. And with projects at the forefront of innovation, you can build a varied, rewarding career and draw inspiration from dedicated colleagues and leaders. Cognizant is right where you belong. If you meet our background requirements and skills and are looking for an opportunity with these skills and expertise, here is the ideal opportunity for you!
Cognizant Technology Solutions is looking for an Engagement Portfolio Lead to join the team of IT professionals in a role. If you meet our background requirements and skills and are in search of an opportunity with these skills and expertise, here is the opportunity for you!
As an Engagement Portfolio Lead you will be responsible for overseeing and managing the Commercial Underwriting platform of the customer. You will leverage your extensive experience in program management to drive successful outcomes optimize resource allocation and enhance program delivery processes. This role requires a strategic thinker who can collaborate effectively in a hybrid work model.
Role: Engagement Portfolio Lead/Program Portfolio Lead
Extensive experience in Commercial Insurance domain
Location: Jersey City, NJ
Responsibilities
* Lead the management of a complex Underwriting Platform
* Oversee program delivery processes optimizing resource allocation and ensuring timely completion of projects.
* Provide strategic guidance to program teams ensuring adherence to best practices and methodologies.
* Accountable for the portfolio P&L and growth
* Drive continuous improvement initiatives to enhance program delivery and resource management.
* Analyze platform performance data to identify trends and areas for improvement.
* Facilitate regular governance reviews and status updates with stakeholders.
* Develop and maintain strong relationships with key CIO-1 level stakeholders to ensure program success.
* Ensure compliance with organizational policies and procedures throughout the project lifecycle.
* Support the development and implementation of project management tools and technologies.
* Contribute to the overall success of the organization by delivering high-quality projects that meet stakeholder expectations.
Qualifications
* Possess extensive experience in Commercial Insurance domain
* Possess extensive experience in program management with a proven track record of successful program delivery.
* Demonstrate strong strategic thinking and problem-solving skills.
* Exhibit excellent communication and interpersonal skills.
* Have a deep understanding of project management methodologies and best practices.
* A continuous learning mindset which allows constant evaluation of what upcoming technologies can be applied to solve customer problems
Salary and Other Compensation:
The annual salary for the position is between $104,850- $166,500 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
WorkAuthorization:
Cognizant will only consider applicants for this position who are legally authorized to work in the United States without company sponsorship
Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
* Medical/Dental/Vision/Life Insurance
* Paid holidays plus Paid Time Off
* 401(k) plan and contributions
* Long-term/Short-term Disability
* Paid Parental Leave
* Employee Stock Purchase Plan
#LI-SA1
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law
The Cognizant community:
We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive.
* Cognizant is a global community with more than 300,000 associates around the world.
* We don't just dream of a better way - we make it happen.
* We take care of our people, clients, company, communities and climate by doing what's right.
* We foster an innovative environment where you can build the career path that's right for you.
About us:
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at *****************
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
Disclaimer:
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Manager, Investment Controlling
Portfolio manager job in Bridgewater, NJ
**_About_** **_this_** **_position_** At Henkel, you'll be part of an organization that's shaping the future through innovation, sustainability and collaboration. With our trusted brands like Persil , 'all , Loctite , Snuggle , and Schwarzkopf and our cutting-edge technologies, you'll have countless opportunities to explore new paths and grow.
Dare to learn new skills, advance in your career and make an impact at Henkel.
**What you´ll do**
**Purpose: Prepare financial analysis and monitor strategic projects across Operations & Supply Chain Americas in close alignment with the Director PMO & Investment Controlling Americas.**
+ Key responsibilities:
+ Partner closely with the Director PMO & Investment Controlling Americas and the Operations & Supply Chain Americas Leadership Team
+ Prepare Monthly Management Reporting for AO KPIs, including monthly results and forecasts
+ Create Digital Reports and tools for financial insights and KPI tracking
+ Collaborate on cross-functional projects with multiple stakeholders, including ad hoc analysis and insights
+ Drive initiatives to further increase operational excellence and financial transparency
+ Ensure adherence to corporate standards
+ Investment Controlling: Develop and maintain Business Plans and Discounted Cash Flow models for AO NAMX investment projects.
+ Deliver strategic financial analyses to support executive decision-making.
+ Prepare quarterly updates for key investment projects, including Business Plan and DCF revisions
+ Conduct success analyses of completed investment projects. Identify and implement best practices for standardization and harmonization in investment controlling
+ PMO - Operations & Supply Chain Controlling: Support the execution of the Management Operating Review framework
+ Coordinate monthly reporting and performance tracking of NAMX AO KPIs
+ Drive continuous improvement in reporting processes and KPI visibility
+ Manage the GBP/PD Incentive Scheme, including target setting, alignment, and communication in collaboration with HR
**What makes you a good fit:**
+ Strong analytical skills with expertise in financial modeling and discounted cash flow analysis
+ Bachelor's degree in finance, Business Administration, Economics, or a related field
+ 3-5 years of experience in financial controlling, investment analysis, or PMO roles
+ Proven ability to manage complex cross-functional projects and influence stakeholders
+ Advanced proficiency in Excel and financial planning tools; experience with SAP or similar ERP systems
+ Excellent communication and presentation skills, with the ability to translate financial data into actionable insights
+ High attention to detail and commitment to accuracy
+ Preferred:
+ Master's degree or MBA Experience in manufacturing or supply chain environments
+ Familiarity with incentive schemes and performance management frameworks
+ Knowledge of corporate governance and investment approval processes
**Some benefits of joining Henkel**
+ **Health Insurance:** affordable plans for medical, dental, vision and wellbeing starting on day 1
+ **Work-Life Balance:** Paid time off including sick, vacation, holiday and volunteer time, flexible & hybrid work policies (depending on role), and vacation buy / sell program
+ **Financial:** 401k matching, employee share plan with voluntary investment and Henkel matching shares, annual performance bonus, service awards and student loan reimbursement
+ **Family Support:** 12-week gender neutral parental leave (up to 20 weeks for parents giving birth), fertility support, adoption & surrogacy reimbursement, discounted child and elderly care, and scholarships
+ **Career Growth:** diverse national and international growth opportunities, access to thousands of skills development courses, and tuition reimbursement
The salary for this role is **$100,000.00 - $125,000.00** . This is the range that we in good faith anticipate relying on when setting wages for this position. We may ultimately pay more or less than the posted range and this range. This salary range may also be modified in the future.
Henkel does not accept unsolicited resumes from search firms or employment agencies. Unsolicited referrals and resumes are considered Henkel property and therefore, Henkel will not pay a fee for any placement resulting from the receipt of an unsolicited referral.
Henkel is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
**JOB ID:** 25086853
**Job Locations:** United States, NJ, Bridgewater, NJ
**Contact information for application-related questions:** *****************************
Please do not use this email address for sending your application or CV. To apply, please click on the "Apply for this role" button below. Applications sent via e-mail will not be accepted.
**Application Deadline:** As long as the vacancy is listed on our Career Site, we are happy to receive your application
**Job-Center:** If you have an application already, you can create or log in to your accounthere (******************************************************************************************************************************************************** to check the status of your application. In case of new account creation, please use your email address that you applied with.
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How is work at Henkel
Easy ApplySenior Analyst, Investor Services
Portfolio manager job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
* Analyze fund financial statements and perform a detailed review of investment activity.
* Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
* Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
* Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
* Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
* Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
* Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
* Support department-wide initiatives as assigned; escalate questions and unusual items.
* Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
* College degree (B.A., B.S. or B.B.A.).
* 2-4 years working experience
* Financial Services and/or private equity experience is a plus
* Highly motivated and organized; detail-oriented
* Excellent written and verbal communication skills
* Ability to manage multiple projects simultaneously and be able to prioritize workload
* Day-to-day flexibility for ad hoc projects
* Proactively identify challenges and offer solutions
* Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
* Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
* Private Markets Evergreen fund operations experience.
Travel:
* If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
Auto-ApplySenior Analyst, Investor Relations
Portfolio manager job in New Brunswick, NJ
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at *******************
Job Function:
Finance
Job Sub Function:
Investor Relations
Job Category:
Professional
All Job Posting Locations:
New Brunswick, New Jersey, United States of America
Job Description:
Johnson & Johnson is hiring for a Senior Analyst, Investor Relations located in New Brunswick, NJ.
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity. Learn more at *******************/.
This individual will provide financial analysis, analytics and insights to the Investor Relations team and J&J executive management. This role will work closely with the finance team to analyze and frame financial results, important metrics, and other relevant information for use during the quarterly earnings announcement and conference call, and throughout the quarter during regular discussions with management and the investment community. This role will include collaboration with, and exposure to, senior leadership of Johnson & Johnson on a regular basis. The role will report to the Senior Manager of Investor Relations.
Responsibilities Include:
Manage quarterly investor relations reporting requirements from operating companies.
Assist in compiling management reporting and preparation materials for J&J executive management team and earnings calls.
Own and maintain the external investor relations website.
Lead competitive monitoring and reporting, including development of competitive flash reports, dashboards, and leadership briefings.
Analyze broker consensus models and perform comparative analytics versus internal forecasts to provide insights that inform IR strategy.
Prepare and present Investor Relations materials (presentations, management briefing documents, etc.) for investment community interactions (conferences, roadshows, etc.).
Manage the Investor Relations Question & Answer (Q&A) database.
Prepare for annual business reviews and support recurring Investor Relations reporting processes.
Supervise and develop an FLDP analyst.
Qualifications:
A minimum of a bachelor's degree is required. Accounting, Finance, or Economics is preferred.
Minimum of (3) three years Finance, Accounting, Leadership, or related Business Experience required.
Professional Certification (CMA, CPA) and/or MBA preferred.
Excellent analytical skills and presentation skills are required.
Intermediate to advanced MS Excel required.
Ability to challenge business partners and propose alternative solutions required.
This position is located in New Brunswick, NJ, and may require up to 5% travel.
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers, internal employees contact AskGS to be directed to your accommodation resource.
Required Skills:
Preferred Skills:
Analytical Reasoning, Annual Report, Business Behavior, Business Communications, Coaching, Communication, Competitive Landscape Analysis, Data Reporting, Financial Analysis, Financial Modeling, Financial Risk Management (FRM), Investor Relations, Market Research, New Program Development, Problem Solving, Relationship Building, Researching, Socially Responsible Investment
The anticipated base pay range for this position is :
$79,000.00 - $127,650.00
Additional Description for Pay Transparency:
Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)).
This position is eligible to participate in the Company's long-term incentive program.
Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits:
Vacation -120 hours per calendar year
Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year
Holiday pay, including Floating Holidays -13 days per calendar year
Work, Personal and Family Time - up to 40 hours per calendar year
Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child
Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year
Caregiver Leave - 80 hours in a 52-week rolling period10 days
Volunteer Leave - 32 hours per calendar year
Military Spouse Time-Off - 80 hours per calendar year
For additional general information on Company benefits, please go to: - *********************************************
Auto-ApplyManager, Alliance Management
Portfolio manager job in Somerset, NJ
Lupin is comprised of a fast growing, innovative and robust team of manufacturing, Research and Development and commercial divisions. Together these entities make up the generic and branded U.S. business. Lupin has a significant generic pipeline, and a branded focus on women's health. Our first Research and Development facility in the US is located in Coral Springs, Florida which focuses on generic and branded orally inhaled and nasal drug products. Somerset, New Jersey is home to one of Fifteen commercial manufacturing sites globally and the only commercial manufacturing facility in the United States for Lupin, as well as additional Research and Development teams. Lupin is prided on being people-focused and centered around how impactful we are with our customers. Dollars are not a measure of success but rather the people we help along the way.
Responsibilities
Manager, Alliance Management Supports management business development and portfolio management with diverse pre-development, development and near-term commercial projects related tasks and processes resulting from in-licensing and development opportunities. This position requires relationship management with Lupin's internal and external partners; sound organizational skills; life-science industry product life-cycle experience and knowledge with the ability to manage many projects simultaneously and with multiple and evolving priorities. Strong analytical, oral and written, verbal skills are key to this position.
The successful candidate will be able to operate with a fair degree of independence with minimum oversight in a fast-paced environment. This person will also bring exceptional interpersonal skills, with the ability to build a positive and productive team environment and develop relationships across organizations. The ability to interact with legal, finance, commercial, scientific and technical staff at all levels of the company and with external partners is key.
Essential Duties & Responsibilities
Proactively tracks, monitors and communicates development and contract achievements, obligations and any financial payments to project team leaders and management. Works with project team leaders to ensure that partners are on track to meet contractual obligations and milestones.
Develops strong working relationships with key involved parties for each project, internally and externally.
Interact as part of routine follow-ups with project team members comprising of Research and Development, Clinical, Legal, Regulatory and Finance teams to ensure clinical and non-clinical deliverables are met. Become part of effective process and tools for various phases of projects.
Interface daily with Marketing/SCM teams, Portfolio, Quality and Finance; review various documents including forecast, lead-times, COGS analysis, budget and develop risk mitigation measures for potential issues.
Identifying potential risks and issues and work with the group for effective mitigation and resolution.
Update status on project expenditure in a timely fashion, project timelines in relation to approved budget and development/business agreements.
Communicate findings on project timelines and progress to peers and immediate manager.
Support new opportunities within the Project and Alliance Management functions with respect to product integration, relationship management and contractual commitments.
Support project team members with collating information on current projects and potential opportunities in a database or appropriate location.
Qualifications
Qualification and Education
MBA and/or Advanced degree in Scientific Discipline required
Strong Analytical Skill
Advanced skills in MS Office Suite (Excel, MS Project)
Excellent soft skills e.g. track record in key stakeholder management, ability to facilitate and accelerate decision-making, experience in conflict resolution
Strong negotiation skills: track records in negotiating and executing agreements, including handovers to the functional owner.
Project management in Life-science industry experience plus.
3-5 years' experience preferably in pharmaceutical/biotech/research set-up
Advanced skills in MS Office Suite (Excel, MS Project)
Lupin is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, religion, age, disability, veteran's status, or any other classification as required by applicable law.
Physical Requirements
The physical requirements of the position generally include: standing, walking, sitting, using hands and fingers, reaching with hands and arms, talking and hearing. In some circumstances, bending, kneeling, crouching, stooping, and crawling may apply. This position may require lifting up to 15 pounds occasionally. Generally work is performed in an office environment.
The anticipated salary range for this position in New Jersey is $80,000 - $100,000, plus discretionary performance bonus (based upon eligibility). The final salary offered to a successful candidate may vary, and will be dependent on several factors that may include but are not limited to: the type and length of experience within the job, type and length of experience within the industry, skillset, education, business needs, etc. Lupin is a multi-state employer, and this salary range may not reflect positions that work in other states.
Search Firm Representatives Please Read Carefully
Lupin USA, and its Affiliates does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms for any current openings at our company without a valid written search agreement in place will be deemed the sole property of Lupin. No fee will be paid in the event a candidate is hired by Lupin as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, No phone calls or emails
Auto-ApplySenior Analyst, Investor Relations
Portfolio manager job in Princeton, NJ
What The Role Is
The Clearway Finance group is seeking a Senior Analyst, Investor Relations, to support the organization's development and execution of our investor relations strategy to foster strong relationships with investors, analysts, and the broader financial community. This position is located in Princeton, NJ.
What You'll Be Doing
Market Research
Conduct market research to stay informed about industry trends, competitor analysis, and market conditions.
Stay abreast of key drivers in analyst models.
Provide company analysis and peer valuations, and stay up-to-date.
Investor Communications
Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
Relationship Management
Develop and maintain relationships with investors, analysts, and other stakeholders through regular communication and engagement.
Data Management and Website Management
Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website.
IR Coordination and Back-Office support
Assist in organizing and coordinating investor events such as earnings calls, non-deal roadshows, and calls with key investors.
Evaluate key IR service providers within budget and identify new service providers to create value for the IR program.
Perform analysis to identify potential investor targets for the company to interact with; provide key takeaways on buying/selling activity of top holders of CWEN's stock
Lead interactions and strategy for engagement with retail investors
Become familiar with ESG raters and questionnaires that evaluate CWEN
What You'll Bring
Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Minimum of 2-3 years of experience in investor relations, finance, power sector, or a related field.
Strong analytical skills, excellent written and verbal communication abilities, and proficiency in financial modeling and analysis.
In-depth understanding of financial statements, capital markets, and economic principles.
Advanced knowledge of Microsoft Office suite, particularly Excel and PowerPoint. Familiarity with financial databases (Bloomberg, S&P Capital IQ) and CRM systems is a plus.
Ability to build and maintain relationships with a variety of stakeholders, including senior executives, investors, and analysts.
Meticulous attention to detail and a high level of accuracy in work output.
Ability to work collaboratively in a team environment and contribute to the success of the investor relations strategy.
Willingness to travel up to 5-10% of the time for investor meetings.
What Would Be Nice
Working knowledge of Alteryx or other data automation platforms.
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations
$82,000 - $115,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Auto-ApplySenior Analyst, Video Investment
Portfolio manager job in Philadelphia, PA
at CMI Media Group
The Senior Analyst in Video Investment plays a pivotal role as a marketing partner within CMI Media Group. They're a valued team member, driving CMI Media Group's products and providing thought leadership in the video space. Their expertise spans various media platforms, including linear, broadcast, streaming, and digital media. The Senior Analyst is well-versed in media research and systems, adept at multitasking, and skilled in negotiating media partnerships. They leverage strong analytical and technical knowledge to identify growth opportunities for clients. Additionally, they contribute to strategic video planning and execution, covering Advanced TV, OTT/CTV, OLV/Digital Video. Familiarity with digital partners such as Disney, Hulu, Amazon, Roku and TV OEMs are essential. The Sr. Analyst should also have familiarity with programmatic offerings and dashboard experience. This role thrives in a fast-paced, ever-evolving ecosystem and has a keen interest in the Pharma and Health Sciences landscape and marketplace. Primary Responsibilities:
Help support the development of holistic Video media strategies and analysis (e.g., audience and media partner selection, custom data, DSP (Demand Side Platform) and PMP (Private Market Place) recommendations, timing/scheduling strategy, creative recommendations, etc.) across all Video media including OTT/CTV, OLV/Digital Video, Advanced TV, Programmatic, Linear TV and more
Collaborate and coordinate with Video Leads to build and develop comprehensive recommendations designed to deliver on client KPIs and drive performance, leveraging a sophisticated use of data and analytics, via multi-faceted, cross-channel strategic partnerships, while delivering maximum strategic value and efficiency
Work closely with Media planning, Analytics and other internal teams in analyzing and overseeing Programmatic Video campaigns
Implement and execute media plans across various digital video channels, ensuring accurate targeting, budget allocation, and timely delivery of campaigns
Build expertise in leading Programmatic ad platforms such as The Trade Desk and Pulsepoint, and share that knowledge with internal teams and customers
Ensure all Video campaigns are meeting or exceeding campaign delivery, reach, and performance goals by ongoing campaign stewardship and optimization across multiple accounts and brands
In partnership with team lead, monitor campaign performance, and own client reporting for assigned tactics in coordination with the analytics team
Tackle problems by using a logical, systematic, sequential approach. Makes difficult decisions in a timely manner. Capable of identifying common problems or hurdles within the Video environment and delivering thoughtful, creative resolutions backed by analytics.
Keep up to date with industry trends, emerging technologies, and best practices in digital video, and proactively share insights and recommendations with the teams to enhance campaign effectiveness and innovation
Accountable for video plan output timeliness, accuracy, and executional excellence
Implement successful Programmatic Video plans using DSPs such as Trade Desk, PulsePoint, AdMission, and others
Stay abreast of new tools, ad formats, trends and best practices in Video and Programmatic through research and/or industry events and conferences
Support aggregate negotiations across appropriate channels
Assist Thought Leadership efforts by authoring and reviewing Video related POVs, Case Studies, and insights based on industry updates, trends, and finding
Requirements:
3+ years relevant experience including 2+ years Digital media required
Expertise in the Video publisher, platform, and audience supplier ecosystem
Advanced TV, Digital Video, and Connected TV media buying experience required with proven solid technical and negotiating skills
Solid knowledge of National Linear broadcast media experience and Programmatic buying platforms such as the Trade Desk, Google DV360, or others
Trade Desk, DV360, or other DSP certification a plus
Strong digital acumen and project management skills
Familiarity with programmatic offerings and dashboard experience
Detailed awareness of client business issues, industry trends, consumer trends, promotional resources, market status, and competition
Healthcare/Pharmaceutical background a plus
Bachelor's degree or equivalent, preferably in marketing, business or any quantitative or analytical related fields is a plus
The base salary for this position at the time of this posting may range from $50k to $90k. Individual compensation varies based on job related factors, including business needs, experience, level of responsibility and qualifications. We offer a competitive benefits package, please visit ************************************************************** for more details.
Auto-ApplyPortfolio Manager CRE
Portfolio manager job in Edison, NJ
Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
Primary Functions of the Position:
* Underwrites requests for credit extensions to new and existing clients (new money business)
* Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities
* Prepares the following for presentation to Senior Loan Committee:
* Credit Approval Request (CAR)
* Modifications
* Covenant Waivers/Amendments
* Accurate and Timely Risk Rating
* Assessment of Real Estate Sponsorship
* Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur
* In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties.
* Ensures final loan documentation is consistent with credit approvals prior to closing.
* Accompanies the relationship manager on prospect / client calls when appropriate
Education and Experience Requirements:
* Bachelor's Degree in Finance, Accounting, or related field
* Minimum of 5 years of credit analysis and underwriting experience
* Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred
Essential Skills and Abilities:
* Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types
* Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
* Strong written and verbal communication skills
* Strong presentation skills
* Ability to work independently and within a team
* Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
APPLY NOW
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.