Portfolio manager jobs in Upper Darby, PA - 513 jobs

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

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.

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

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.

Role: Senior Product Portfolio Manager Department: Marketing Reports to: CMO Make a greater impact at Bonduelle Americas! At Bonduelle Americas, we're on a mission to make plant-rich eating easy, accessible, and joyful for everyone. As a certified B Corp, we invite people to embrace a flexitarian lifestyle with an expanding portfolio of plant-rich products available in and beyond the produce aisle. With four facilities and nearly 3,000 Associates in the US, we're part of something bigger: a global movement rooted in over 170 years of family heritage. Our parent company, Groupe Bonduelle (BON.PA), brings plant-rich foods to tables in nearly 100 countries and partners with growers who cultivate more than 173,000 acres of fresh, nutritious produce each year. At Bonduelle-Americas, you'll find more than just a career, you'll find purpose with a team that puts people first, values sustainability, and believes in doing well by doing good. Together, we're inspiring the shift towards a plant-rich diet that nourishes both people and the plant. Job Summary: We are seeking a strategic and results-driven Product Portfolio Manager to join our Americas team. This role is responsible for leading the development, optimization and lifecycle management of our fresh salads product portfolio. This role is critical in driving growth, profitability and innovation across multiple product categories, ensuring alignment with consumer trends, market dynamics and business objectives. Key Responsibilities: Develop and execute a portfolio strategies that balance innovation, renovation and rationalization. Conduct market analysis to identify growth opportunities and gaps in the portfolio. Manage SKU rationalization and optimization to improve margin and shelf efficiency. Collaborate with Commercial Strategy, R&D, Supply Chain and Finance to ensure portfolio initiatives are executable and profitable. Act as the central point of contact for portfolio-related initiatives. Facilitate alignment across marketing, sales, operations and finance. Analyze sales, margin and velocity data to inform decision-making. Develop business cases for new product launches and discontinuations. Track KPI's and provide regular reporting on portfolio health and strategic process. Guide the prioritization of new product development based on strategic fit, consumer demand and financial viability. Ensure a balanced-pipeline of core, seasonal and breakthrough innovations. Support go-to-market strategies and launch readiness in partnership with Digital, Shopper and Sales. What you'll bring: Bachelor's degree in Marketing, Business Administration, or related field; MBA preferred 5+ years experience in product management, brand strategy or portfolio management within the CPG industry Excellent analytical skills with the ability to translate data into actionable marketing insights Excellent communication and presentation skills with a strong attention to detail Proficiency in syndicated data tools and portfolio management frameworks Familiarity with innovation stage-gate processes and commercialization Strong financial acumen and experience with P&L management Compensation and Benefits: Actual compensation will be determined based on a combination of factors, including skills, experience, expertise, and location. In addition to base pay, this position may be eligible for bonuses or other incentive programs as part of a comprehensive total rewards package, which includes: ● Medical, dental, and vision coverage with multiple plan options 401(k) retirement savings plan with diverse investment choices Generous paid time off and paid holidays Tuition reimbursement and professional development programs ● Employee discounts, wellness initiatives, and company-sponsored events

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

Role: Product Portfolio Manager - Food Service & Private Label Department: Marketing Reports to: CMO Make a greater impact at Bonduelle Americas! At Bonduelle Americas, we're on a mission to make plant-rich eating easy, accessible, and joyful for everyone. As a certified B Corp, we invite people to embrace a flexitarian lifestyle with an expanding portfolio of plant-rich products available in and beyond the produce aisle. With four facilities and nearly 3,000 Associates in the US, we're part of something bigger: a global movement rooted in over 170 years of family heritage. Our parent company, Groupe Bonduelle (BON.PA), brings plant-rich foods to tables in nearly 100 countries and partners with growers who cultivate more than 173,000 acres of fresh, nutritious produce each year. At Bonduelle-Americas, you'll find more than just a career, you'll find purpose with a team that puts people first, values sustainability, and believes in doing well by doing good. Together, we're inspiring the shift towards a plant-rich diet that nourishes both people and the plant. Job Summary: We are seeking a strategic and results-driven Product Portfolio Manager to join our Americas team. This role is responsible for leading the development, optimization and lifecycle management of our food service product portfolio. This role is critical in driving growth and profitability across multiple product categories tailored for food service and retail operators including private label. Key Responsibilities: Develop and execute a portfolio strategies that align with foodservice channel needs, culinary trends and operational requirements. Manage projects supporting Private Label customers including innovation and product optimization. Manage SKU rationalization and optimization to improve margin and shelf efficiency. Collaborate with Commercial Strategy, R&D, Supply Chain and Finance to ensure portfolio initiatives are executable and profitable. Act as the central point of contact for food service and private label portfolio-related initiatives. Facilitate alignment across marketing, sales, operations and finance. Develop business cases for new product launches and discontinuations. Guide the prioritization of new product development based on strategic fit, consumer demand and financial viability. Partner with culinary, R&D and sales teams to develop and launch new products. Project management including working with Quality, R&D, Supply Chain and Procurement to ensure packaging label changes and product launches are commercialized on time. What you'll bring: Bachelor's degree in Marketing, Business Administration, or related field; MBA preferred 5+ years experience in product management, brand strategy or portfolio management ideally in foodservice or CPG Strong understanding of foodservice channels (e.g. QSR, full-service, institutional). Excellent analytical skills with the ability to translate data into actionable marketing insights Excellent communication and presentation skills with a strong attention to detail Proficiency in syndicated data tools and portfolio management frameworks Familiarity with innovation stage-gate processes and commercialization Strong financial acumen and experience with P&L management Compensation and Benefits: The base salary for this role typically ranges from $110,000 to $130,000 annually. Actual compensation will be determined based on a combination of factors, including skills, experience, expertise, and location. In addition to base pay, this position may be eligible for bonuses or other incentive programs as part of a comprehensive total rewards package, which includes: ● Medical, dental, and vision coverage with multiple plan options ● 401(k) retirement savings plan ● Generous paid time off and paid holidays ● Tuition reimbursement and professional development programs ● Employee discounts, wellness initiatives, and company-sponsored events

Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kidney care. As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies. Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients- that is what Vantive aspires to deliver. We believe Vantive will not only build our leadership in the kidney care space, it will also offer meaningful work to those who join us. At Vantive, you will become part of a community of people who are focused, courageous and don't settle for the mediocre. Each of us is driven to help improve patients' lives worldwide. Join us in advancing our mission to extend lives and expand possibilities. Summary: The Portfolio Manager (PM) leads all strategy across the chronic PD portfolio for our Philadelphia, PA territory. Coordinates resource cohesion, collaboration, and implementation across the geography. Develops and maintains strategic physician and business led relationships. Coordinates the resources aligned to their geography with their PD Clinical Specialists (PDCS). Must understand all therapies, products and selling process. Responsible for negotiating all local contracts and serves as the point for all contractual communications. Responsibilities: Expand and grow PD therapy utilization focusing on increased PD referrals (new patients on PD) through strategic physician and business led relationships. Leads all strategy across PD therapies, while driving pre-tax associated margin and market share growth through direct provider engagement aligned with organizational strategic initiatives. Responsible for local contract creation and negotiation aligned with strategic pricing initiatives. Utilize business tools to target and grow high opportunity providers, focused on patient growth and retention. Prioritize and implement market initiatives to meet territory forecasts and goals. Conducts scientific/ technical sales presentations and discussions related to the portfolio Continuously increase and sharpen knowledge as well as selling, negotiation, and presentation skills. Maintain educational level of relevant tools and resources. Create, manage, and grow territory sales opportunity funnel to close new business and expand market share. Maximize territory growth via strong collaboration with various strategic accounts initiatives. Responsible for capturing and maintaining all relevant customer interactions via pristine boost (Salesforce) entries. Experience & Education: Bachelors Degree or 5+ years of relevant medical device and/or clinical sales experience Must have proven track record of closing new business Physician engagement experience in a selling environment is required. Experience calling on nephrologists and having established networks of physicians is preferred. Must be proficient at full sales cycle management (prospecting, lead qualification, solution selling and closing) Minimum of 3 years sales experience in a medical field required This person should have a track record of managing multiple projects and/or businesses while consistently meeting or exceeding sales objectives Advanced consultative sales skills including excellent interpersonal relationship skills. Ability to relate to various levels of management and staff in the clinic environment Demonstrated Negotiating Skills with ability to initiate, execute and close associated contractual processes Demonstrated forecasting skills Demonstrated ability to work collaboratively with other team members to ensure successful new business conversions and development at customer sites while supporting the goals of the business Demonstrated ability to negotiate and manage pricing contracts and renewals Ability to travel on average at least 50% of the time Must have valid Driver's License Comply with customer access guidelines and expectations (vendor credentialing) We understand compensation is a principal factor as you consider the next step in your career. At Vantive, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $115,000 - $125,000 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based upon location, skills and expertise, experience, and other relevant factors. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview. US Benefits at Vantive This is where your well-being matters. Vantive offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Aon Pooled Employer Plan (“Aon PEP”), Vantive's 401(k) retirement savings plan, to help you prepare for your future. The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently. The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Vantive Equal Employment Opportunity Vantive is an equal opportunity employer. Vantive evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Know Your Rights: Workplace Discrimination is Illegal Reasonable Accommodation Vantive is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Form Link Recruitment Fraud Notice Vantive has discovered incidents of employment scams, where fraudulent parties pose as Vantive employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice.

About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world. Our Legacy Business Join a team where dynamic thinkers turn complexity into opportunity. You will work at the crossroads of strategy, analytics, and execution - tackling some of the most challenging and high‑impact problems in the insurance industry. Here, your ability to navigate multiple disciplines isn't just valued - it's essential. The $5 billion Legacy business at Everest requires active, forward‑looking discipline focused on resolving legacy liabilities and unlocking capital for the company's future growth. You'll play a direct role in reducing volatility, strengthening market credibility, and accelerating strategic value creation across the Group. Our environment challenges you to think fast, adapt quickly, and approach complex legacy portfolios with fresh ideas and data‑driven insights. You'll work closely with claims, actuarial, finance, reinsurance, technology, and operations - building a uniquely broad and influential skill-set. Position Summary The SVP, Legacy Liability Portfolio Manager will build and influence Everest's portfolio-level liability strategy on the run-off portfolio to accelerate closure, improve earnings and reduce volatility. Reporting to the CEO of Legacy Operations, you will play a crucial role in driving targeted initiatives and a run-off focused claims lens to the Group in collaboration with centralized claim, operations and reinsurance teams. Key Responsibilities * Apply extensive knowledge and experience managing run-off liabilities and the potential levers available for desired outcomes * Work with Claims leaders to set portfolio priorities and coordinate targeted initiatives with internal or external resources; closely align with the reserving team on performance board and AvE tracking; work with external firms as needed on deep dive reviews * Identify pockets for accelerated closure and drive targeted settlement initiatives. * Work with vendor management team to devise creative solutions with external providers on run-off claims and make recommendations for any alternative solutions to optimize LAE * Coordinate and lead policy buybacks, structured settlements, commutations and other ruin-off specific initiatives * Coordinate external legal or claim reviews on targeted portions of the portfolio * Monitor all watch list claims on the run-off book and provide regular updates to all relevant stakeholders * Explore technology solutions in collaboration with the technology team that could be applied specifically to run-off claims and support driving implementation * Ensure claim authority matrix and escalation compliance on the run-off portfolio * Liaise with Longtail Re on ADC compliance and any liability specific inquiries Required Experience * Bachelor's degree, MBA or Master's degree from a top institution * A minimum of 20 years of experience in the P&C insurance or reinsurance industry in claims, underwriting portfolio management, or both * Global Insurance/Reinsurance industry experience a plus * Extensive experience operating within the insurance run-off sector, including managing legacy portfolios, understanding long‑tail liability dynamics, navigating regulatory and capital requirements, and applying tools such as commutations, policy buybacks, structured settlements, and reinsurance optimization to accelerate resolution and enhance economic outcomes * Proficient at applying data analytics to drive portfolio decisions * Clear, effective and engaging communicator, both verbal and written * Creative problem solver and critical thinker who can adapt quickly * Strong analytical and problem-solving skills * Detail oriented and highly organized * Skilled in time management and the ability to prioritize tasks * Excellent critical thinking skills * Strong relationship management and influencing skills with a proven track record of collaborating across cross-functional, matrixed organizations #LI-Hybrid #LI-ED1 The base salary range for this position is $280,000 - $410,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). What if I don't meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn't align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process. Our Culture At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. * Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging. * Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together. All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve. Type: Regular Time Type: Full time Primary Location: Warren, NJ Additional Locations: Atlanta, GA, Boston, MA, Chicago, IL - South Riverside, Miami, FL, New York, NY, Philadelphia, PA Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at *********************************. Everest U.S. Privacy Notice | Everest (everestglobal.com)

> Employees Apply Here" onclick="window.location.href = '****************************** InternalUser=true&locale=en_US/';"/> Lean Portfolio Manager - 90403020 - Wilmington (Onsite) Company: Amtrak Your success is a train ride away! As we move America's workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States. The safety of our passengers, our employees, the public and our operating environment is our priority, and the success of our railroad is due to our employees. Are you ready to join our team? Our values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. By living the Amtrak values, focusing on our capabilities, and actively embracing and fostering diverse ideas, backgrounds, and perspectives, together we will honor our past and make Amtrak a company of the future. Job Summary NOTE: This role is based out of Wilmington, DE. Requests for Remote work will be reviewed but not guaranteed. The Principal Value Management Specialist's main focus is the establishment and implementation of best practices of Portfolio Operations, Strategic Investment and Funding and Governance best practices for the Digital Technology organization. This role coaches VMO stakeholders, leadership across business and technology on LPM, and identifies how to leverage key principles of LPM to solve real problems facing delivery teams, business teams, or their processes. Operates as a subject matter expert sought by the Enterprise to tackle complex initiatives. We are seeking a highly experienced Principal Value Management Specialist to provide expert-level support and leadership in driving value optimization across the organization. As an individual contributor at the principal level, you will develop sophisticated methodologies, lead strategic value assessments, and influence decision-making processes to maximize organizational value. This role requires deep expertise in value management principles and analytical skills. Essential Functions * Identify key Portfolio-level business and engineering OKRs. * Initiate and progress LPM practices in the Digital Technology portfolio, leveraging experience and proven practices. * Support Sr Dir Lean Portfolio Management in strategic management of Value Management demand and roadmap. * Partner with the Portfolio Leadership team for Portfolio Roadmap and EPIC OKR adoption, and a monthly value dashboard for value streams. * Implement Portfolio KANBAN ideation to implementation for the Portfolio level demand. * Aid in identifying VMO team and train best practices across the DT Portfolios. * Serve as process expert in influencing AMTRAK to an LPM lean governance approach that aligns with regulatory acceptance in an Enterprise experience business agility. * Lead the development and refinement of enterprise-wide value management frameworks, tools, and processes. * Conduct comprehensive portfolio, project, and program analyses focusing on maximizing ROI and value delivery. * Provide strategic insights and advice to senior leadership on value opportunities and trade-offs. * Collaborate with cross-functional teams to ensure consistent application of value management practices. * Support complex business cases and investment decisions with credible financial and strategic analysis. * Drive continuous improvement initiatives to enhance value management maturity. * Mentor and guide less experienced team members or stakeholders involved in value assessments. * Stay current on industry best practices, emerging trends, and new methodologies in value management. * Prepare executive-level reports, dashboards, and presentations communicating insights and recommendations. Minimum Qualifications * Bachelor's degree in Business, Finance, Economics, or related field; advanced degrees or certifications preferred. * 7+ years of experience in value management, financial analysis, or strategic consulting. * Proven success in leading complex value or investment analysis at an enterprise level. * Strong proficiency with financial modeling, data visualization, and reporting tools. * Excellent strategic thinking, analytical, and problem-solving skills. * Outstanding communication skills with the ability to influence across all levels of the organization. * SAFE 6.0 LPM Certified Preferred Qualifications * Certification in Value Management, Project Management (PMP), or related fields. * Experience with portfolio management tools. * Industry-specific knowledge relevant to the organization's sector. * Contributions to industry forums, publications, or thought leadership. * SAFE 6.0 Program Consultant * EBAS Certified * Agility Health Radar experience * MBA preferred Knowledge, Skills, and Abilities * Influence without authority * Emotional Intelligence * Executive Presence The salary/hourly range is $124,600 - $161,352. Pay is based on several factors including but not limited to education, work experience, certifications, etc. Depending on an employee's assigned worksite or location, Amtrak may consider a geo-pay differential to be applied to the employee's base salary. Amtrak may offer additional incentive and pay programs to recognize and reward our employees, including a short-term incentive bonus based upon factors such as individual and company performance that is commensurate with the level of the position and/or long-term incentive plan compensation. In addition to your salary, Amtrak offers a comprehensive benefit package that includes health, dental, and vision plans; health savings accounts; wellness programs; flexible spending accounts; 401K retirement plan with employer match; life insurance; short and long term disability insurance; paid time off; back-up care; adoption assistance; surrogacy assistance; reimbursement of education expenses; Public Service Loan Forgiveness eligibility; Railroad Retirement sickness and retirement benefits; and rail pass privileges. Learn more about our benefits offerings here. Requisition ID:165757 Work Arrangement:06-Onsite 4/5 Days Click here for more information about work arrangements at Amtrak. Relocation Offered:No Travel Requirements:Up to 25% Recruiter Name:Kelly Thompson Recruiter Email: ************************* You power our progress through your performance. We want your work at Amtrak to be more than a job. We want your career at Amtrak to be a fulfilling experience where you find challenging work, rewarding opportunities, respect among colleagues, and attractive compensation. Amtrak maintains a culture that values high performance and recognizes individual employee contributions. Amtrak is committed to a safe workplace free of drugs and alcohol. All Amtrak positions requires a pre-employment background check that includes prior employment verification, a criminal history check and a pre-employment drug screen. Candidates who test positive for marijuana will be disqualified, regardless of any state or local statute, ordinance, regulation, or other law that legalizes or decriminalizes the use or possession of marijuana, whether for medical, recreational, or other use. Amtrak's pre-employment drug testing program is administered in accordance with DOT regulations and applicable law. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions. If an applicant/employee refuses to provide written consent for Amtrak to obtain these records, the individual will not be permitted to perform safety-sensitive functions. In accordance with federal law governing security checks of covered individuals for providers of public transportation (Title 6 U.S.C. §1143), Amtrak is required to screen applicants for any permanent or interim disqualifying criminal offenses. Note that any education requirement listed above may be deemed satisfied if you have an equivalent combination of education, training and experience. Amtrak is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race/color, to include traits historically associated with race, including but not limited to, hair texture and hairstyles such as braids, locks and twists, religion, sex (including pregnancy, childbirth and related conditions, such as lactation), national origin/ethnicity, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law. > Employees Apply Here" onclick="window.location.href = '****************************** InternalUser=true&locale=en_US/';"/>

Senior Director, Portfolio Management Suite: Credit Risk and Loan Administration Department: Portfolio Management Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia). Salary Range: $99,500 - $110,600 About Nonprofit Finance Fund Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values. About This Role Nonprofit Finance Fund is looking for talented and mission-driven Manager, Portfolio Management who specializes in commercial loans to support our Portfolio Management team in the post-closing relationship management of NFF's borrowers. The Portfolio Management team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. Portfolio Managers manage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The Portfolio Management team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve. NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required. What You Will Do Essential responsibilities for this role include, but are not limited to: Portfolio Monitoring & Risk Management (35%) Oversee the performance of assigned loan portfolios and asset classes Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults Relationship Management & Customer Service (35%) Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions Serve as the primary post-closing relationship manager for NFF borrowers Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues Compliance, Documentation & Workout Management (20%) Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies Meetings and Other Duties As Assigned (10%) Attend internal and external meetings as needed As work and community/client needs change assignments, projects, and job duties will be assigned and may change Who You Are and Minimum Qualifications Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields Formal Commercial Credit training from a recognized bank or institution A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points Advanced knowledge of Excel with the ability to perform financial analysis and modeling Proficient experience in analyzing complex financial statements and tax returns Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc. Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications All other equivalent combinations of work experience and training/education will also be considered The Strongest Candidates Will Have/Be Commitment to NFF's values and mission Experience working with communities with historical disinvestment Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones Willingness to collaborate with a dynamic and mission-driven team Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment Benefits and Compensation NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs. This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager for the world's largest logistics company. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestically 50% of the time based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience COMPENSATION & BENEFITS: $78,000-$95,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1503761

Job Description: Enhance and maximize the value of the owner's investment in real estate in the district. Plan, organize, direct and control the activities of the properties under supervision so as to optimize the utilization of all resources available. Participate in formulation of overall property objectives, policies and plans appropriate to the scope of services on each specific assignment. Essential Job Duties: Senior liaison between owner/client and property management group. Assure appropriate Newmark assets are applied to each property. Assist in design specifications, negotiation and implementation of all vendor contracts and capital projects. Evaluate and recommend alternatives to ownership via financial, operational and qualitative impact. Formulate and implement fiscal, long-term operating, and capital budgets in conjunction with owner and property management. Evaluate the feasibility of new or revised systems and procedures. Monitor actual vs. budgeted performance results and continually enacts plans with property managers to maintain/exceed economic targets. Oversee audits to ensure compliance with established property / company standards, policies, procedures, local codes, and legal regulations. Work with leasing agent (where applicable) to assure operations and capital plan support leasing program. Continually develop relationships with and actively seek referral business from company units and offices. Appropriately, solicit and build additional business with existing company clients. Seek ways to develop and implement outstanding service programs for clients and tenants. Participate in the development of and implementation of staff planning and management development programs to meet on-going management and professional requirements, as well as ensuring that trained, capable personnel are provided a continuous product of such programs in all levels of the region for promotional progression. Initiate and authorize expenditures, appropriations and commitments and pricing strategies which are within the limitations of delegated authority and for those outside this level, recommend appropriate action. Develop policies to ensure that information requirements of each property are met accurately in a timely manner. Supervise the operations of office building managers and staff to ensure that the administration, maintenance, repair, renovation and construction personnel and financial activities are within company guidelines as well as clients' needs. Monitor Newmark compliance with the terms of the Management Agreement. May perform other duties as assigned Other Job Functions: Prepare and conduct the performance review and make salary recommendations for all direct reports. As appropriate, review and approve staff performance reports. Maintain familiarity with market conditions and competitive properties in order to make informed recommendations. As appropriate, report to senior management on all aspects for the building operations through daily communications, reports, and staff visits. Communicate information regarding the building operations by fax, reference daily telephone communications and in writing as deemed appropriate, and in accordance with company policy Skills, Education and Experience: Bachelor's Degree in Business Administration or a real estate related field CPM and/or RPA designation Minimum 10 years previous experience in property management\ Senior management experience with a management firm, owner or developer of “Class A” property preferred Human relations skills in addition to good written and verbal communication skills Negotiating and communication skills, ability to perceive problems and react quickly to effect solutions with integrity Broker or salesman license as required for property management in the state where transacting business Benefits and Perks: Industry leading Parental Leave Policy (up to 16 weeks) Generous healthcare Bright Horizons back-up care program Generous paid time off Education reimbursement Referral Program Opportunities to network and connect Benefits/perks listed may vary depending on the nature of your employment with Newmark and the job location. Working Conditions: Normal working conditions with the absence of disagreeable elements

New York, New York, United States of America **Hours:** 40 **Pay Details:** $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** **Department Overview:** The Credit Portfolio Manager I - Metro CRE role covers Investment Commercial Real Estate Borrowers from $5 million to $50 million in total lending exposure. Property types include multi-unit residential, retail, office, industrial, hospitality and other specialty classes. The position is part of a team of underwriters that covers a geography that includes Connecticut, Rhode Island, and New York. Analyst responsibilities include the comprehensive underwriting of new and existing clients and portfolio management such as monitoring financial covenants and interim trends. The above details are specific to the role which is outlined in the general description below. The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer. **Depth & Scope:** + Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer + Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department + Works on larger, more complex deals, mainly focused on Middle Market + May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives + Acts as a consultant to business lines regarding credit issues, processes and procedures + Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines + Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners + Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies + Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations + May communicates credit decisions to Relationship Managers and Account Managers + Manages and oversees workflow and adherence to policy for department + Participates in organizational cost benefit analysis and implementation + Manages activities by creating and maintaining quantifiable service level standards against business performance + Ensures timeliness of information and efficiency in process and workflow + Maintains confidentiality of credit and customer information at all times + May lead a team of Credit Analysts within a region or market **Education & Experience:** + Bachelor's degree or equivalent experience + 5+ years related experience + Strong understanding of commercial business development techniques and credit decisions. + Demonstrates business development track record + Strong market presence with wide network of outside referral sources for new business + Demonstrates credit and financial analysis skills + Refined negotiation skills + Demonstrates communication skills, both verbal and written. + Demonstrates PC skills **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

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.

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.

The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department. Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office. Please note that this position is not eligible for visa sponsorship or visa transfers at this time. Primary Responsibilities: Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency. Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives. Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows. Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency. Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making. Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders. Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives. Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization. The candidate must possess the following skills and experiences: Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field. 5+ years of experience in financial services, including direct experience with investment data management and solution design. Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk. Proficiency in SQL, with a strong preference for experience working with large datasets and database design. Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT). Experience with data transmission, loading, reconciliation, reporting, and downstream integration. Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools. Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics. Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail. Ability to work independently and collaboratively in a cross-functional, fast-paced environment. Ability to manage competing priorities and meet deadlines. Preferred skills and Qualifications: Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS). Experience with data visualization and reporting tools, particularly Power BI. Programming experience in Python, R, or similar languages. Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater. Strong communication and interpersonal skills to engage effectively with internal teams and external partners. Experience with Agile methodologies and tools. CFA designation or progress toward it. #LI-MB1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.

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

Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution. As a Senior Associate, Change Manager, in the Card Product Portfolio Office, you will lead end-to-end delivery of change initiatives-from initiation and planning through implementation-ensuring milestones, plans, and project artifacts are defined, tracked, and auditable. You will drive consistent messaging across communications, training, policies, procedures, and systems while proactively identifying obstacles, escalating issues, and partnering with Finance, Operations, and Risk & Control to uphold strong governance and risk management. The role requires a highly organized, delivery-focused leader who can manage multiple workstreams under tight deadlines, build trusted relationships across functions and senior stakeholders, and foster a culture of transparency, collaboration, and information sharing. Job Responsibilities Manage the delivery of change projects from initiation through to implementation ensuring key milestones are met and plans and project artefacts are accurately created and tracked Deliver messaging consistently across communications, training, policies & procedures, and systems Proactively identify potential roadblocks / obstacles and escalate issues as needed Build relationships with all stakeholders, fostering a culture of collaboration, transparency and information sharing for efficient execution, demonstrating the ability to identify, partner, and navigate with players and functions Partner with Finance, Operations, Risk and Control teams to timely identify and address areas of risk Maintain a positive attitude and act as team player in supporting other on-going team initiatives Required qualifications, capabilities and skills 4+ years of experience or equivalent expertise in a relevant domain, with a focus on business side project management & execution in a Financial Institution Highly disciplined individual, self-motivated, fast learner, performs well under pressure in dynamic environment Extremely organized and delivery focused with the ability to work independently and balancing project responsibilities, multiple workstreams and priorities while remaining focused on accuracy and attention to detail. Ability to deliver solutions to a tight deadline regardless of complexity Strong interpersonal skills with the ability to work in a team environment, with people at all levels across all functions including ability to engage with senior management Outstanding team player in supporting all other workstreams or initiatives managed by the Card PPO Performance team; organized in taking comprehensive project management approach to all book of work Minimum of Bachelor's degree or equivalent Preferred qualifications, capabilities and skills Strong proficiency with Jira & Confluence is a plus About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.