Portfolio manager jobs in Urban Honolulu, HI - 79 jobs
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Senior Wildfire Portfolio Manager - Oahu
Hawaiian Electric Co 4.9
Portfolio manager job in Urban Honolulu, HI
Company
Hawaiian Electric Companies provides electricity and services to 95 percent of the state's 1.4 million residents. The company is one of Hawaii's leading employers and a major contributor and supporter of community and educational programs. Employees are committed to the company's foundational values of integrity, excellence, teamwork, environmental stewardship, and community commitment. We invest in our employees, offering opportunities for challenge and advancement and a competitive compensation package.
Position Overview
Title: Senior Wildfire PortfolioManager (Req ID 10046)
Role: Professional
Number of Vacancies: 2
Location: Honolulu - Oahu
Hiring Range: $107,700.00 to $139,800.00
Posting End Date: This position will remain open until filled. Early applications are highly encouraged.
Job Function
The Senior Wildfire PortfolioManager develops high‑level processes to receive timely and accurate progress and performance updates with initiative owners, ensuring successful completion of the Wildfire Safety Strategy (WSS) project and program scope. The role monitors progress with cross‑functional stakeholders, manages escalation of issues and execution risks, facilitates decision making at appropriate forums-including executive‑level engagements-and leads preparation and review of responses to information requests and industry benchmarking efforts related to wildfire mitigation.
Essential Functions
WSS Preparation and Portfolio Monitoring
Supports overall WSS update project management activities across involved departments.
Coordinates with execution organizations to ensure successful completion of the WSS project and program scope.
Reviews the scope and deliverables of wildfire mitigation‑related initiatives and projects for strategic alignment and validation of meeting WSS requirements.
Develops high‑level processes to receive timely and accurate progress and performance updates with initiative owners.
Monitors ongoing progress and completion of projects, programs, and initiatives relative to WSS objectives in coordination with execution organizations.
Validates mid‑project milestones and final outcomes against initial strategic goals, gaps and deviations, and supports the development of catch‑back plans.
Prepares regular updates and escalates appropriate execution risks and performance issues to executive sponsors and appropriate oversight forums for resolution.
WSS Portfolio Oversight Facilitation
Organizes, prepares materials, and supports the facilitation of wildfire mitigation portfolio oversight forums (internal governance committees).
Ensures timely communication of portfolio oversight outcomes to stakeholders.
Ensures that portfolio oversight facilitation supports responsive and aligned decision‑making across all wildfire mitigation initiatives.
Integrates portfolio oversight lessons learned into ongoing updates of processes and policies.
Stakeholder Communication and Engagement
Maintains transparent communication with internal and external stakeholders regarding the progress of wildfire mitigation programs and strategic initiatives as it relates to WSS portfolio execution.
Develops stakeholder‑specific reports and updates on progress of wildfire mitigation programs and strategic initiatives.
Supports WSS‑related stakeholder workshops and community forums and takes a leadership role in planning and preparing for wildfire‑related workshops and forums.
Leads preparation and review of responses to information requests.
Leads Hawaiian Electric's industry benchmarking efforts related to wildfire mitigation.
Provides portfolio oversight subject‑matter expertise to support enterprise wildfire‑related training and development programs.
Participates in company emergency response activities as assigned, including any activities required to prepare for such emergency response.
Basic Qualifications
Knowledge Requirements
Bachelor's degree in Engineering, Accounting, or Finance. Master's degree in Business Administration is highly desirable.
Professional Engineer License or equivalent is highly desirable.
Project Management Professional (PMP) certification by the Project Management Institute (PMI) is highly desirable.
Strong working knowledge of industry wildfire mitigation KPIs, performance targets, and execution work processes and data.
Strong understanding of wildfire risk across Hawaiian Electric's territories, including regulatory, technical, operational, and public‑facing dimensions.
In‑depth knowledge of T&D project, program, and/or portfolio tracking methods, tools, and processes.
Familiarity with KPI development and analysis frameworks within capital or mitigation programs.
Skills Requirements
Ability to monitor and track ongoing project, program, and initiative status relative to WSS objectives and requirements in coordination with execution organizations.
Ability to resolve conflict and align cross‑functional teams to ensure cohesive execution and resolve issues.
Delivers clear, executive‑level reports and stakeholder updates.
Proficient in project, program, and portfoliomanagement tools, processes, and systems.
Ability to remain flexible in a demanding work environment and adapt to rapidly changing priorities.
Ability to handle difficult and/or sensitive issues while using tact, courtesy and discretion.
Excellent written, oral, and presentation skills to effectively communicate with all levels of the organization.
Analytical, conceptual, and administrative skills to assess the demands of the job, recommend proper actions, and handle multiple systems, projects and programs with minimal supervision.
Strong interpersonal skills and the ability to work with a variety of individuals at all levels within and outside the company using tact, courtesy and discretion.
Ability to handle confidential and sensitive information discreetly and professionally.
Must have or be able to qualify for a State of Hawaii driver's license and meet the standards for driving positions stated in the Hiring Standards for Driving Positions policy.
Experience Requirements
Extensive (8+) years of experience in project/program/portfoliomanagement, governance, or utility oversight roles.
Several (3‑5) years of experience with cross‑functional coordination or regulatory processes is preferred.
Application Process
Interested individuals should apply online. The application must clearly indicate the demonstrated experience, knowledge, skills, and abilities that specifically qualify the candidate for the position.
Applicant Certification
Authorize Hawaiian Electric Companies to confirm all statements contained in the application and/or any materials submitted as part of the application and to the extent permitted by law.
Authorize and consent to Hawaiian Electric Companies sharing any and all information regarding previous or present employment, educational training or personal information from their records and from any other source with the hiring department or subsidiary company.
Release, discharge, and hold harmless Hawaiian Electric Companies from any and all liability for any damage which may be claimed as a result of furnishing such information to the hiring department or subsidiary company.
Authorize release and transfer of all personnel records to be maintained by the hiring company in the event of an inter‑company transfer.
Authorize, direct, and consent to Hawaiian Electric Companies and/or its authorized agents to conduct investigations into candidates' background, including searches for information about applicants, record of criminal convictions to the extent permitted by law, education records, professional certifications, personal character references, and employment history.
EEO Statement
Hawaiian Electric Companies is an equal opportunity employer, including disability and protected veteran status. Hawaiian Electric Companies complies with all applicable laws, including Title I of the Americans with Disabilities Act. Any request for reasonable accommodation needed during the application process should be communicated by the candidate to the HR Service Center at **************.
Affiliate Disclaimer
Hawaiian Electric Company, Inc., Maui Electric Company, and Hawaii Electric Light ("Company") are Hawaii Public Utilities Commission (PUC) regulated companies. The disclosure relating to Affiliate Transaction Requirements follows the PUC's Decision and Order No. 35962, issued on December 19, 2018, and subsequently modified by Order No. 36112, issued on January 24, 2019, in Docket No. 2018‑0065.
By submitting your application, you acknowledge that if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate, the Affiliate will be required to make a one‑time payment to the Company in an amount up to twenty‑five percent (25%) of your base annual compensation.
In addition, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate or an Affiliate‑Related Entity for a period of one year, you cannot appear in negotiations or otherwise interact directly with the Company or work on the same matter that you worked on while with the Company.
Affiliate is defined as "any person or entity that possesses an ‘affiliate interest' in a utility as defined by section 269‑19.5, Hawaii Revised Statutes (HRS), including a utility's parent holding company, except as otherwise provided by HRS section 269‑19.5(h)."
Affiliate‑Related Entity is defined as "a third party that provides electricity‑related services in a regulated utility's service territory that has a material financial, operational, or ownership interest with an unregulated affiliate of the utility and of whom the utility has reasonable knowledge."
For a current list of all Affiliates and Affiliate‑Related Entities, please see *************************************************************************************************** This list may be amended, updated or revised from time to time without notice.
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$107.7k-139.8k yearly 1d ago
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Risk Management Manager
Kahala Nui 3.8
Portfolio manager job in Urban Honolulu, HI
Kahala Nui, considered Hawaii's premier Senior Living Community, is looking for Full TimeRisk ManagementManager (RMM)to join our team!
The RMM supports the development, coordination, and ongoing management of Kahala Nui's corporate risk management and culture of safety programs. The RMM works closely with the COO, Nursing Home Administrator, HR and the rest of the Leadership Team to identify, assess, and reduce risks across the entire community. In addition, the RMM supports risk control, event management, claims coordination, safety initiatives, and compliance across clinical and non-clinical settings. This role promotes systems-based thinking and upholds Kahala Nui's commitment to a safe environment for residents, associates, and visitors.
This position is 100% on-site. Remote or hybrid remote is NOT available.
Bachelor's degree in healthcare, business, risk management, or related field required.
Minimum of 3-5 years experience in healthcare risk management, compliance, quality, safety or related field.
Experience with incident review, claims coordination desirable.
Preferred, but not required licensures - ARM, CPHRM, CSP, CPASRM.
Must have valid driver's license.
Must have working knowledge of healthcare risk management, claims coordination, safety principles, quality improvement, and regulatory standards.
Ability to analyze data, identify trends, and support improvement plans.
Strong communication, collaboration and problem solving skills.
Proficiency with Microsoft Office and electronic reporting systems.
Ability to manage multiple priorities, maintain confidentiality, and work with minimal supervision.
Must be able to speak to large crowds and be able to present information clearly to diverse groups including associates, leadership, residents, and board members.
Proof of annual TB clearance in accordance with state regulations upon hire.
FREE Medical, Drug and Vision Insurance
FREE Life and AD&D Insurance
FREE on-site parking or FREE monthly bus pass
Company matched 401(k)
Discounted Associate meals and services on-site
FREE on-site fitness center
Flexible Spending Accounts (FSA)
Eligibility to apply for Kahala Nui college scholarships
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$63k-77k yearly est. 3d ago
Tax Manager
H. T. Prof Group
Portfolio manager job in Urban Honolulu, HI
Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including largeembar bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. The Manager makes decisions on all but the most unusual tax situations. May work hybrid or remote. If remote, prefer candidates based in Hawaii or in PST or MST telephone area codes.
Responsibilities:
Performs technical tax review and approval of all tax returns and governmental tax examinations of عملیات any complexity.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Performs all task related to client service and sees that assignments are accomplished within budgeted time.
Delegates and manages tax research projects to achieve an accurate and efficient product.
Delegates and manages governmental tax examinations; may represent the client beforekiss appropriate taxing authorities.
Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.
Supervises tax staff and provides on-the-job training.
Supervisory Responsibilities:
Responsible for the development broker coaching **training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of the Tax Department.
Qualifications:
At least five to sevenავთ years' sub experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Prefer experience with C + S corps, partnerships, and high net worth individual tax.
Minimum one (1) Wilt experience supervising and directing work of tax preparers.
Bachelor's digər degree in accounting required, Master's degree in taxation preferred.
A current and valid certified public accountant's license is required.
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$56k-71k yearly est. 4d ago
Tax Manager
10X Recruiting Partners
Portfolio manager job in Urban Honolulu, HI
At 10X Recruiting Partners we go beyond the job requirements to learn about your company culture and values, and we help identify the soft skills that will find the perfect fit out of all the qualified candidates. Our unique Quick Start Process allows us to present you with the strongest candidates as quickly as possible. We partner with you, as an extension of your team, to make the entire search-to-hire process as smooth as possible.
Company: Leading Business Tax Advisory Company
About Us:
Our client is a dynamic and rapidly growing public tax company with a strong presence in Hawaii. Our commitment to providing exceptional tax services and innovative solutions has earned us a reputation for excellence. We foster a collaborative and supportive work environment that encourages professional development and rewards initiative.
Position Summary
Our client is seeking highly motivated and experienced Tax Seniors and Tax Managers to join our team in Honolulu. The ideal candidate will have a strong understanding of tax laws and regulations, exceptional analytical skills, and a proven ability to deliver accurate and timely tax services to our clients.
Qualifications
Must be on HST or PST Time Zone: This is essential for seamless collaboration with our team and clients.
CPA License (Preferred): While not mandatory, a CPA license demonstrates a high level of expertise and commitment to the profession.
Entrepreneurial Spirit: We value proactive individuals who are eager to take ownership of their work and contribute to the growth of our company.
Lifetime Learner: The tax landscape is constantly evolving. We seek individuals who are passionate about staying ahead of the curve and expanding their knowledge base.
Strong Analytical and Problem-Solving Skills: The ability to analyze complex tax issues and develop effective solutions is crucial for success in this role.
Excellent Communication and Interpersonal Skills: You will be interacting with clients, colleagues, and tax authorities regularly. Clear and concise communication is essential.
Proficiency in Tax Software and Technology: Experience with tax preparation software and other relevant technology is highly desirable.
Responsibilities
Tax Preparation and Compliance: Prepare and file accurate and timely tax returns for individuals, businesses, and trusts, ensuring compliance with all applicable laws and regulations.
Tax Research and Planning: Conduct thorough research on tax issues and develop innovative tax planning strategies to minimize tax liabilities for our clients.
Client Advisory: Provide expert tax advice and guidance to clients, helping them navigate complex tax matters and make informed decisions.
Tax Controversy and Representation: Represent clients before the IRS and state tax authorities in audits, appeals, and other tax controversies.
Team Collaboration: Work closely with other tax professionals and support staff to deliver exceptional tax services to our clients.
Benefits
Competitive Salary and Benefits Package: We offer a comprehensive benefits package that includes health insurance, retirement savings plans, and paid time off.
Professional Development Opportunities: We invest in our employees\' growth and provide opportunities for continuing education and career advancement.
Dynamic and Supportive Work Environment: Our team is passionate about tax and dedicated to providing the highest level of service to our clients.
Work-Life Balance: We understand the importance of work-life balance and strive to create a flexible and supportive work environment.
To Apply
If you are a highly motivated and experienced tax professional who thrives in a fast-paced and challenging environment, we encourage you to apply. We look forward to hearing from you!
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$56k-71k yearly est. 4d ago
Lead Portfolio Manager
Central Pacific Bank 4.8
Portfolio manager job in Urban Honolulu, HI
Job Description
Manages and grows the team's portfolio of Loan Syndications, Purchased Credits (SNC's & CLO's), and direct lending opportunities that are aligned with established lending and operational policies, that optimize capital utilization, and that provide strong risk adjusted profitability to the Bank with acceptable risk. Provides specialized expertise in credit underwriting and risk management in our core strategies and markets, including Interest Rate Hedging and Structured Credit. Possess a deep understanding of trends in capital markets, as well as the local, national, and global economy.
Executes in the role of Team Lead with a strong focus on leadership while creating an environment where all team members can thrive.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities:
PortfolioManagement:
Makes timely, well-informed, and balanced credit recommendations, by evaluating financial and other information, resolving issues of concern, and by accessing other internal and external sources.
Interacts directly with Agent Bank personnel, Sponsors, and Borrowers as a primary bank portfolio administration contact.
Coordinates the review of loan documentation and loan booking packages.
Coordinates the preparation of quarterly financial reporting and covenant compliance.
Coordinates portfolio reports and reviews (quarterly and semi-annually) and preparation of portfolio review presentations including review of risk grades with the assigned Credit Administrator for the entire portfolio.
Prepare annual review for all assigned credits and presents summary of the annual portfolio review to the Management Loan Committee.
Interfaces with Credit Administration, Risk Management, Treasury, Controllers, and other departments to address loan portfoliomanagement, loan policy, and any related issues.
Monitors publicly traded companies for press releases and for other public announcements and news which may impact the portfolio.
Monitors secondary market activity as available.
Credit Management & Administration:
Appropriately manages and maintains credit quality aspects of assigned portfolio. This includes:
Effective engagement with Credit Administration and Bank's internal credit approval authorities for all credit presentations and any necessary modifications.
Proactive monitoring of financial trends of portfolio borrowers and related markets.
Conducting timely renewals and/or extensions of loans and minimizes all delinquencies (payment and tickler delinquencies).
Recommends appropriate waivers/amendments.
Maintains credit files incompliance with Bank Credit Policies & Procedures.
Prepares, reviews, and audits documentation to ensure documentation is accurate according to policy.
Prepares documentation and verifies recordings to secure assets as needed for direct lending credits.
Assembles and reviews documentation files for completeness for submission to Loan Processing.
Team Leadership:
Communicates actively and effectively with PortfolioManagers and Credit Underwriters.
Provides well-grounded assessments and development plans with clear accountability.
Consistently demonstrates strong collaboration with other areas of the Bank and stakeholders.
Financial Results and Efficiencies:
Leads Team to reach or exceed financial goals.
Constantly seeks and creates opportunities for the CSS Division.
Constantly seeks and implements efficiencies for the CSS Division.
Minimum Qualifications:
Education:
Bachelor's Degree in Finance or related field required.
Experience:
8+ years track record of successful business development and syndication experience within Corporate Banking/Capital Markets ‘mid-large corporate' segments ($500Mn-5Bn revenues) required.
5+ years of experience in sales management in financial services or related industries, preferably involving customer relationship management required.
5+ years of management to include staff required.
Successful Completion of Bank-sponsored Credit Training Program preferred.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
$106k-147k yearly est. 3d ago
Senior Analyst Investment Asset Allocation
Bank of Hawaii 4.7
Portfolio manager job in Urban Honolulu, HI
Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
Bachelor's degree from an accredited institution with a major in business, finance, mathematics, or economics or equivalent work experience. Advanced degree (MBA) or professional certification (CFA, CFP, etc.) preferred.
Minimum 4 to 6 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience. Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst. Possesses a competitive performance track record. Requires knowledge of complex analytic systems.
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems, including portfoliomanagement and securities trading and analysis software.
Demonstrated verbal and writing communication skills. Strong inter-personal and presentation skills. Ability to work independently and under pressure of multiple changing priorities and deadlines. Must be a critical thinker with the ability to explain complex ideas clearly and succinctly. Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Air-travel may be required.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ****************************
Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.
Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to asset allocation strategies. Supports communication of investment results, market conditions, and the firm's investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients' specific investment situations.
Interfaces with system vendors, portfoliomanagers, and investment committees to ensure that the modeling process is current and efficiently managed. Interacts with managers to ensure compliance with department standards and procedures. Maintains the source document for all of the Bank's standard portfolio composites as communicated by the investment committee. Works with market counterparts to ensure efficient and timely fixed income instrument settlements.
Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. As part of the PortfolioManagement Team, assists in Bank of Hawaii's marketing, sales and service efforts to include but not limited to: creating and maintaining market materials related to Bank of Hawaii's investment services, assisting portfoliomanagers with new sales, and service existing clients. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives.
Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum.
Supports CSIO's (Client Service Investment Officers) for their client presentations preparations, including but not limited to, Morningstar data downloads, analytical work and presentation editing.
Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations.
Performs all other miscellaneous responsibilities and duties as assigned.
$79k-96k yearly est. Auto-Apply 60d+ ago
Asset Manager
LiliʻUokalani Trust
Portfolio manager job in Urban Honolulu, HI
Job Purpose The Asset Manager oversees the strategic management of a portfolio of holdings, to ensure the sustainability and growth of the organization's resources. This position is responsible for the development and implementation of business plans as well as all administration functions of the assigned portfolio. The Asset Manager utilizes advanced analytical techniques to create and preserve value through proactive asset and cost management, project procurement and asset maximization by assessing market trends and opportunities, conduct portfolio valuation and develop strategic business plans for the assigned portfolio. This position is responsible for strategic analysis, monitoring asset performance and risk profiles and implementation of plans to maximize cash flow and/or financial returns on the assigned portfolio by leasing, improving or disposing of the assets in the assigned portfolio. In collaboration with the rest of the Real Estate team, this position proposes portfolio structures, potential acquisitions, forfeitures, divestitures and development projects supported by in-depth analysis and forecasting of real estate investment risks and opportunities. This position is particularly important to secure the longevity of LT's mission-related programs, perpetuating the Queen's legacy.
Essential Responsibilities
Strategic Management
Researches, develops, and implements business planning and strategic real estate growth actions to improve and maximize cash flow from the assigned portfolio - primarily lease up, re-development and development real estate assets, and real estate allocated for charitable uses.
Prepares and oversees various financial analysis and reports including but not limited to operating and capital improvement budgets, business plans, financial proformas, feasibility analysis, sensitivity analysis; and prepares consolidated quarterly and annual budgets and forecasts.
Monitors financial performance of the assigned portfolio; identifies areas for improvement. Implements strategies to maximize returns and minimize costs.
Oversees third-party consultant work related to project analyses and projections, development managers, planning, architects and engineerings, land title, encumbrances and surveys, property management, and real estate leasing/sales.
Manages project procurement, including directing and implementing approved business plans, monitoring costs and execution, and ensuring timely completion.
Reviews potential acquisitions and dispositions. Makes recommendations including supporting data that portrays forecasted cash flow potential.
Collaborates with internal stakeholders to visualize and plan the future of LT to identify development opportunities for LT's assets. Meets with external partners and network contacts to gain intel and develop potential strategies, processes, and performance forecasts.
Develops strategic alliances in competitive markets. Leads acquisition activity from proposal to deal closure.
Markets LT's assets to generate interest and captivate potential venture partners. Negotiates purchase agreements.
Asset Adminstration
Conducts lease administration for the assigned portfolio, including lease assignments, amendments, compliance and collections.
Fosters and maintains longstanding relationships with external partners and tenant points of contact.
Conduct due diligence and underwriting of potential acquisitions and dispositions. Transitions acquired assets into portfolio, including all acquisition reports and data. Identifies and prepares assets for disposition.
Conducts periodic physical inspections to ensure optimal asset performance.
Prepares operating budgets and financial forecasts for the assigned portfolio.
Oversees on-site personnel as needed.
Seeks and manages third party relations with collaborators, consultants, real estate professionals and their networks.
Meets and networks with community stakeholders, strategic connections, and partners to stay in the frontlines of local and national investment trends, intel, and opportunities.
Performs in-depth quarterly analysis on investment performance and returns. Provides ad hoc reports to Executive team and Trustees, including proposed recommendations for action when required.
General Administrative duties:
Maintains all records, physical and electronic, ensuring compliance with record-keeping policies and regulation.
Prepares and submits financial and portfolio activity reports as requested by Management and Executive Leadership. Collaborates with Finance to complete all month-end activities, such as invoice and expense approvals, financial statements, and revenue analysis.
Ensures operational compliance with SEC, Sarbanes-Oxley and REIT regulations.
Contributes to the Trust's success by accepting new assignments, helping team members, learning new skills, and striving to improves team and organization results.
Qualifications
Bachelor's degree with concentration in business, finance, accounting, real estate OR equivalent professional experience.
At least (5) years of directly related professional experience in asset management or real estate investment; dealing with value add, re-developmenet, or development.
Financially astute (ability to perform proforma/discounted cash flow modeling, IRR, ROI, waterfall structures) with strong attention to detail with the ability to lead complex deals. Experienced in negotiating contracts with a proven track record of excellence.
Must possess strong knowledge of local, state, and federal laws and regulations.
Well organized, detail oriented and capable of handling mulitple projects. Demonstrated Project Management experience, required.
Excellent verbal, written and sales communication skills. Previous experience with business writing (e.g. proposals, business cases), preferred.
Proficiency with MS Office, preferably in a MAC OS environment, helpful.
Industry accreditations such CCIM, CPM, and CRE preferred.
Mental and Physical Demands:
Perform light physical work, including climbing, stooping, kneeling, crouching, reaching, and lifting weight of up to 25 pounds. Exposed to outdoor climate and diverse terrain.
Ability to travel and work flexible hours as necessary
Job Competencies
Aloha: awareness and approach to the work with compassion, empathy, and kindness.
‘Imi Na'auao: a constant desire for seeking knowledge; lifelong learner.
Po'okele: desire to perform in excellence.
Wiwo'ole: maintain a courageous, brave, and fearless mindset.
Pono: understand the appropriateness of time, place, reason, people, and tools
Kuleana: bring a deep sense of responsibility and accountability
Collaboration: Ability to interact effectively with youth, community partners, and multi-disciplinary teams. Knowledge of community resources and services
Ethical Practice: Model the highest level of ethical behavior, integrity, and social responsibility Uphold and embody all LT values.
Communication: Clearly convey and receive information and ideas. Engage the listener and invite response and feedback. Demonstrate strong written, oral, and listening skills.
Cultural Competence: Respect and relate well to people from varied backgrounds and sensitive to group differences. Experience working with at-risk youth and ability to apply positive youth development principles to that work.
Relationship Management: Experience working with staff at all levels in a collaborative environment; ability to promote and sustain positive workplace values and relationships.
Interpersonal Skills: Ability to work well under pressure and to remain calm and controlled when faced with challenging situations.
Travel Requirements
In alignment with our organizational competencies of Alu Like I ka Hana (Teamwork) and Ho`omau i ka `imi Na`auao (Continuous Learning and Improvement), this position will require occasional travel across the island, inter-island, and out-of-state depending on the needs of the team and the organization. While travel may not always be a need, the ability to travel when required remains a crucial aspect of this position in order to successfully contribute to our concerted efforts to carry out our Queen's legacy.
This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned. This job description is subject to change at any time
Terms and Conditions of Employment
As a condition of employment, employee will be subject to LT's policies, procedures and organizational values.
Organization Competencies
Alignment with Queen's legacy: Understanding and appreciation of Queen Liliuokalani's story, her legacy and the Hawaiian Culture is foundational to staff's commitment to working with our Hawaiian children, families and communities. Demonstrates respect for and appreciation of Hawaiian values history, and culture, understanding its implication in one's work, in fostering meaningful relationships, and in embracing the community served.
Ho`omau i ka `imi Na`auao (Continuous Learning and Improvement): Committed to creating and reinforcing an environment of continuous learning and improvement.
Ho`ike i na Mana`o Pono (Effective Communication): Communicates with those we serve and each other in a consistent manner that results in mutual understanding, harmony, and action.
No'ono'o loi (Critical Thinking and Problem Solving): Actively and skillfully understands, conceptualizes, applies, analyzes, synthesizes, and/or evaluates information and develops and supports fact-based analyses and recommendations
Ho'o kumu a'e or `Imi hakuhia (Innovation): Identifies and integrates creative ideas into new or existing services and promotes effective problem-solving.
Pilina Ho`ohana a me ka Hana Hilina`i (Building Relationships and Creating Trust): Manages relationships to create optimal opportunities and move the organization forward.
Alu Like I ka Hana (Teamwork): Works cooperatively and collaboratively with others throughout the organization in alignment with the organization's objectives.
Ho`onui I ka `Ike (Capacity Building): Encourages personal growth by exhibiting trust and a belief in the capacity of others.
Job Title: Asset Manager
Reports to: Managing Director, Real Estate Development
FLSA Status: FT; Exempt
Aligned Executive: President and CEO
Kipuka: Liliʻuonamoku
Department: Real Estate
$61k-79k yearly est. 8d ago
FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager
EY 4.7
Portfolio manager job in Urban Honolulu, HI
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO **
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns
+ Familiarity with taxable income allocations
+ Experience with corporate tax extension requests for corporate tax returns
+ The ability to produce technical writing and research in a tax context
+ Comfort with working remotely in a virtual team environment
**To qualify for this role you must have **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business or a related discipline
+ A minimum of 5 years of relevant investment or operating partnership tax compliance experience
+ A proven record of excellence in a professional services or tax organization
+ Knowledge in partnership tax technical and transactional skills
**Ideally, you'll also have **
+ A proven record of excellence in public accounting in a top or mid-tier firm
+ Experience with hedge funds or private equity funds preferred
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$50k-64k yearly est. 60d+ ago
Manager, State & Local Income Tax - Asset Management
KPMG 4.8
Portfolio manager job in Urban Honolulu, HI
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
* Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate)
* Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
* Review tax calculations and information presented on state income tax returns
* Build and manage client relationships, and supervise, mentor, and develop staff
Qualifications:
* Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues
* Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
* Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
* Able to foster relationships both internally as well as with clients
* Strong ability and desire to perform in a high-energy team environment
* Exceptional writing, communication, project and team management and tax research skills
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$63k-75k yearly est. 60d+ ago
Manager, Auditing and Monitoring
Cardinal Health 4.4
Portfolio manager job in Urban Honolulu, HI
What the Ethics and Compliance Department contributes to Cardinal Health Ethics & Compliance fosters a culture of integrity, accountability, and ethical decision-making across the organization. Our team partners with business leaders and employees to proactively identify and address compliance risks, provide guidance on regulatory requirements, and ensure our practices reflect the highest standards of conduct. Through education, collaboration, and a risk-based approach, we help safeguard the organization's reputation and support its mission to deliver trusted healthcare solutions.
Job Summary
Cardinal Health is seeking a driven, self-starter and highly skilled manager with expertise in healthcare regulatory compliance, including third party billing and reimbursement. This role will be responsible for providing sound compliance advice and guidance to Cardinal Health's At-Home Solutions ("AHS") business. At Home Solutions is a leading home healthcare medical supplies provider serving people with chronic and serious health conditions in the United States. The AHS business unit is comprised of four complementary business units: (1) Edgepark Medical Supplies, (2) Advanced Diabetes Supply Group, (3) Cardinal Health at-Home, a direct-to-home medical supplies distributor, and (4) Velocare, a supply chain network and last-mile fulfillment solution.
Reporting to the Director of Ethics & Compliance - At-Home Solutions, this role is responsible for ensuring the company operates in line with compliance standards. Key duties involve managing billing audits for durable medical equipment, prosthetics, orthotics, and supplies("DMEPOS"), including detection and correction of documentation, coding, identifying potential errors and/or medical necessity of items billed. And ensuring payor requirements are fulfilled. The position also includes sharing audit findings with management, recommending training and solutions for issues found, supporting audit diligence and integration efforts, and overseeing an audit team dedicated to billing processes and audits.
Candidates should be adaptable, team-oriented, collaborative, and capable of working independently in a fast-paced setting with oversight from Ethics and Compliance leadership. This role will work closely with various cross-functional colleagues across the AHS order entry and revenue cycle management team, Legal, the Enterprise Privacy Office, and other internal teams to identify and address potential issues and risks and help Cardinal Health comply with the evolving laws and regulations applicable to the AHS business.
Responsibilities
+ Provides compliance-related expertise and advice to Revenue Cycle management and other business teams with respect to day-to-day operations, including, without limitation, advice on Medicare and Medicaid DMEPOS supplier billing requirements, local coverage determination requirements, Medicare DMEPOS Supplier and Quality Standards, and other payor requirements.
+ Serves as liaison with third party government contractors conducting audits as well as managing a small internal billing compliance team.
+ Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to DMEPOS supplies billing and/or medical necessity reviews and other high-risk areas as appropriate.
+ Leads data analytics on audit outcomes; identifies and reviews audit trends and makes recommendations on remedial action to address such trends.
+ Evaluates the appropriateness of items billed based on supporting record documentation and ensures documentation conforms to CMS and/or payor requirements.
+ Prepares written reports of audit findings, with recommendations, and presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records.
+ Collaborates with the Legal team to conduct risk assessments to define audit priorities based on previous audit findings, management priorities, national normative data, CMS initiatives, OIG work plans and advisories and healthcare industry best-practices.
+ Develops and implements compliance training to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures.
+ Plans and conducts regular compliance training for Revenue Cycle team members, as needed.
+ Provides feedback and training for staff regarding potential claim deficiencies
+ Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements.
+ Supports the overall workplan of the Compliance Department.
+ Interacts with subordinates, peers, customers and suppliers at various management levels and may interact with senior management.
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved.
+ Other duties as assigned.
Qualifications
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred.
+ Familiarity with key laws, regulations, and sub-regulatory guidance that affects DMEPOS businesses and by federal and state government programs, for example, fraud and abuse (Anti-Kickback Statute, False Claims Act, Civil Monetary Penalties Law, Stark, and Beneficiary Inducement Statutes); works collaboratively with the Legal Team to help advise the At-Home Solutions business
+ 7+ years of related work experience supporting compliance programs in DMEPOS suppliers, coding and medical necessity expertise, preferred.
+ Related work experience with Brightree, preferred.
+ Expert-level knowledge of Medicare and Medicaid billing and documentation requirements; healthcare compliance audit methodology, principles and techniques; CMS Medicare manuals; DMEPOS reimbursement and repayment; confidentiality standards.
+ Ability to interpret and apply coverage determination, documentation and coding rules, laws and regulations and to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation.
+ Strong attention to detail with an emphasis on organizational and analytical skills.
+ Understanding of institutional risks and appropriate judgment to use a risk-based approach in planning and executing duties.
+ Ability to communicate complex and potentially sensitive issues to all levels of management including senior leadership.
+ Prompt and efficient ability to manage shifting priorities, demands and timelines using analytical and problem-solving capabilities.
+ Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment.
+ Excellent problem-solving skills with self-starter qualities, enabling management of responsibilities to function effectively and efficiently.
+ Strong communication and presentation skills.
+ Proficiency in MS Word, Excel, PowerPoint, and Outlook.
What is expected of you and others at this level
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff.
+ Participates in the development of policies and procedures to achieve specific goals.
+ Ensure employees operate within guidelines.
+ Decisions have impact on work processes, and outcomes.
+ Ability to work in a team environment with the ability to handle multiple audits at once.
+ Knowledge of claim lifecycles and revenue cycle management.
+ Knowledge of CMS Local Coverage Determination policies, and various payor requirements.
+ Professional auditing experience.
+ Exceptional Customer Service Skills.
+ Proven interpersonal communication skills.
+ Excellent time management, personal integrity and ability to maintain confidentiality
**Anticipated salary range:** $105,500-$150,100
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
- Medical, dental and vision coverage
- Paid time off
- Health savings account (HSA)
- 401k savings plan
- Access to wages before pay day with my FlexPay
- Flexible spending accounts (FSAs)
- Short- and long-term disability coverage
- Work-Life resources
- Paid parental leave
- Healthy lifestyle programs
**Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$105.5k-150.1k yearly 5d ago
Manager - Risk Management
American Express 4.8
Portfolio manager job in Urban Honolulu, HI
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise.
**Responsibilities:**
+ Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch
+ Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts
+ Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off
+ Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance
+ Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manageportfolio credit metrics.
**Minimum Qualifications:**
+ Learning agility and rigor for using analysis to solve complex business problems
+ Deep understanding of card economics
+ Comfort and proven ability to drive results under tight timelines, often with limited information
+ Effective and succinct communication, adjusting style for channel and audience
+ Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies
+ Strong project management skills with ability to manage multiple competing priorities
+ Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required
**Preferred Qualifications:**
+ Expertise in credit risk management, consumer credit, and card/installment lending economics
+ Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior
+ Familiar and pays attention to external/industry development in the payments industry
+ Adaptability in a quickly changing environment
+ Advance degree in an analytical field is a plus
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25019902
Title: Fiscal Manager (ORS Financial Compliance) 0097133T Hiring Unit: Office of the Vice President for Research and Innovation (OVPRI), Office of Research Services (ORS)
Band: D
Salary:salary schedules and placement information
Additional Salary Information: Commensurate with education and experience
Full-Time/ Part- Time: Full-Time
Temporary/ Permanent: Temporary
Other Conditions: Temporary with a possibility to convert to permanent within six (6) months of date of hire.
Duties and Responsibilities:
(NOTE: denotes Essential Functions)
* Leads, plans and directs the University's system-wide extramural grant & contract financial compliance program which includes responsibility for review and development of programmatic short- & long-range goals, objectives and plans.
* Responsible for the University's system-wide, highly complex, specialized subject area of extramural grant and contract financial compliance.
* Serves as the system-wide Subject Matter Expert (SME) in extramural funding financial compliance with responsibility to provide technical advice and interpretation of rules, regulations, policies and procedures.
* Keeps abreast of current regulatory requirements and trends through participation in professional organizations (i.e. FDP, COGR, NCURA).
* Advises and provides recommendations to leadership and the University research community about applicable federal and state rules and regulations, and University policies and procedures.
* Develops and conducts training for the University research community on applicable federal laws /regulations relating to the administration of federal funds, in accordance with the Uniform Guidance (i.e. cost principals, administration of property and equipment, subrecipient monitoring, cash management, Effort Reporting) and other applicable laws, regulations, policies and procedures.
* Responsible for coordinating the annual Single Audit, sponsor audits and other external reviews. Represents the University in communication and resolution of corrective actions in response to any findings.
* Responsible for maintaining system wide policies and procedures related to extramural funding financial compliance and drafting updates to policies and procedure as needed to ensure continued compliance
* Manages and supervises subordinates to ensure compliance with extramural funding requirements and integrity of financial transactions.
* Directs & supervises the preparation, reconciliation and submission of the Schedule of Expenditures of Federal Awards (SEFA) and other data requested for the Single Audit and Financial Statement Audit.
* Designs and implements internal controls to ensure compliance with regulatory requirements over extramural funding.
* Provides leadership and direction relating to the University's system wide internal control compliance program over extramural funding.
* Directs, manages, and supervises the administration and coordination of the preparation and submission of reports / certifications to sponsors, University leadership and the research community.
* Manages subordinates on performing subrecipient monitoring activities, Effort Certification and Cost Sharing Effort Certifications to ensure compliance with federal laws, regulations, University policies and procedures and award terms and conditions.
* Advises on necessary language appropriate for applicable subrecipient agreements and addresses tax clearance and other issues that may arise in developing a subaward.
* Establishes and maintains productive relationships with University and Research Corporation at the University of Hawai'i (RCUH) leadership external sponsors, auditors, and the University research community.
* Provides oversight over Special Fund Research Recharge Centers (SRRC) which includes Specialized Service Facilities.
* Assigns work, establishes performance expectations and evaluates subordinates in accordance with policies and procedures.
* Participates in both financial and research administration system upgrades and other directives (i.e. transfer of Internal Service Ordered accounts) impacting the financial compliance functions, serving as the SME.
* Other duties as assigned
Minimum Qualifications
Education and Professional Work Experience
* Possession of a baccalaureate degree in Accounting, Business Administration, Finance, or related field and 10 year(s) of progressively responsible professional experience with responsibilities for compliance with government financial regulations; or any equivalent combination of education and/or professional work experience which provides the required education, knowledge, skills and abilities as indicated.
Knowledge, Skills and Abilities
* Extensive knowledge of innovative and state-of-the-art principles, concepts, emerging theories, the current federal and state laws and associated rules, regulations and interpretations and systems associated with government, non-profit organizations or higher education.
* Demonstrated ability to develop short- and long-term plans of actions, understand problems from a broad perspective, use unconventional reasoning to discern broad underlying principles and issues when problem solving.
* Demonstrated written and verbal mastery in presenting ideas, theories, issues and models clearly and accurately using persuasion and negotiation to build consensus and cooperation and provide long-term direction and leadership.
* Demonstrated ability to establish and maintain effective working relationships with internal and external organizations, groups and individuals.
* Demonstrated ability to operate a personal computer and apply word processing software.
* For supervisory work, demonstrated ability to lead subordinates, manage work priorities and projects, and manage employee relations.
Desirable Qualifications
* Possession of a master's degree in Accounting, Business Administration, Finance or related field.
* Proficient knowledge of higher education or non-profit organization administration systems, rules and regulations.
* Budget and procurement experience in public higher education or at a Hawai'i state agency.
* Financial management experience in higher education including financial aid, extramural grants and contracts, and capital asset administration.
* Knowledge of the University of Hawai'i, RCUH, State of Hawai'i, and federal government laws, rules and regulations.
To Apply: Click on the "Apply" button on the top right corner of the screen to complete an application and attach each required document. A complete application must include:
* Cover letter explaining how each minimum and desirable qualification is met
* Resume/CV
* Names and addresses, email addresses and telephone numbers of three (3) current professional references
* Transcript showing degree awarded (copies are acceptable; however, original official transcripts will be required prior to employment)
Please do not include any self-identifying photos. Please redact references to Social Security number and birth date on transcript copies. All requested documents/information become the property of the University. All minimum qualifications must be met by the closing date. Incomplete applications will not be considered. Failure to submit all required documents and reference information shall deem an application to be incomplete.
Note: If you have not applied for a position before using NeoGov, you will need to create an account.
Inquiries:
Victoria Rivera; *******************
EEO, Clery Act, ADA
The University of Hawai'i is an Equal Opportunity Institution and is committed to a policy of nondiscrimination in employment, including on the basis of veteran and disability status. For more information, visit: ********************************************
Employment is contingent on satisfying employment eligibility verification requirements of the Immigration Reform and Control Act of 1986; reference checks of previous employers; and for certain positions, criminal history record checks.
In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, annual campus crime statistics for the University of Hawai'i may be viewed at: ***************************************************** or a paper copy may be obtained upon request from the respective UH Campus Security or Administrative Services Office.
In accordance with Article 10 of the unit 08 collective bargaining agreement, bargaining unit members receive priority consideration for APT job vacancies. As a result, external or non BU 08 applicants may not be considered for some APT vacancies. BU 08 members with re-employment rights or priority status are responsible for informing the hiring unit of their status.
Accommodation Request: The University of Hawai'i complies with the provisions of the Americans with Disabilities Act (ADA). Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the EEO coordinator directly. Determination on requests for reasonable accommodation will be made on a case-by-case basis. For further information, please refer to the following link: *********************************************************
$56k-63k yearly est. 17d ago
Manager - Risk Management
Hawaii Pacific Health 3.8
Portfolio manager job in Urban Honolulu, HI
Hawai'i Pacific Health is a not-for-profit health care network with over 70 locations statewide including medical centers, clinics, physicians and other caregivers serving Hawai'i and the Pacific Region with high quality, compassionate care. Its four medical centers - Kapi'olani, Pali Momi, Straub and Wilcox - specialize in innovative programs in women's health, pediatric care, cardiovascular services, cancer care, bone and joint services and more. Hawai'i Pacific Health is recognized nationally for its excellence in patient care and the use of electronic health records to improve quality and patient safety.
At Hawai'i Pacific Health the Captive Risk Management department promotes the health and safety of patients, employees, physicians and visitors. Our team focuses on identification and prevention/control of risk exposures within the organization that may cause injury, jeopardize the safety and security of the environment, and/or result in costly claims and lawsuits with subsequent financial loss to the organization. We strive to protect the organization's resources against losses arising from occurrences that could have been averted with appropriate risk management measures.
As the Risk ManagementManager, you are responsible for overseeing risk management and patient relations activities, risk identification, loss prevention, evaluation, and resolution activities. In this role, you will administer, manage, and coordinate the resolution of risk and patient relations issues to include acting as liaison between patients/families and the physician/staff. You will also perform duties for all clinical entities within the facility including acute care and ambulatory settings and education and consultation on risk prevention issues. We are looking for someone with exceptional leadership and judgment, outstanding communication and management skills and a commitment to creating a healthier Hawai'i.
**Location:** First Insurance Center
**Work Schedule:** Day - 8 Hours
**Work Type:** Full Time Regular
**FTE:** 1.000000
**Bargaining Unit:** Non-Bargaining
**Exempt:** Yes
**Req ID** 31161
**Pay Range:** 116,022 - 145,018 USD per year
**Category:** Management
**Minimum Qualifications:** Bachelor's degree in Business Management, Business Administration, Healthcare Administration or related field, OR equivalent combination of education, certification, training, and experience. Three (3) years of management experience in a hospital or healthcare related field with exposure to risk management processes or comparable experience. Proficient in Microsoft Word, Excel, Access and related applications. Prior hands-on experience communicating with patients/customers and resolving patient/customer related service recovery issues or concerns. A general understanding of healthcare practices, policies and procedures.
**Preferred Qualifications:** Master's Degree in Healthcare-related field. Certified Professional in Health Care Risk Management (CPHRM) or equivalent. Extensive experience in health care or other customer relations setting with demonstrated program development and skills comparable to the level of a risk manager. Management experience in oversight of staff. Certified Professional in Healthcare Risk Management (CPHRM) or equivalent.
EOE/AA/Disabled/Vets
Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.
$50k-74k yearly est. 60d+ ago
Branch Manager (Hawaii Kai)- Territorial Savings
BBCN Bank
Portfolio manager job in Urban Honolulu, HI
Sales & Business Development: * Develop and implement strategies to achieve individual and branch sales goals, including new business development, referrals, and account retention. * For select branches, generate mortgage loan volume to support branch sales goals and overall business growth.
* Collaborate with team members to identify customer needs and recommend tailored financial solutions.
* Build relationships with customers and the local community to promote the bank's products and services.
* Conduct outreach activities, such as attending community events and networking, to drive branch growth and visibility.
Team Leadership & Development:
* Lead, mentor, and coach branch employees, including operational and sales staff, to achieve performance goals.
* Conduct regular team meetings to communicate branch objectives and align staff efforts.
* Provide ongoing training and development opportunities to enhance employee skills and knowledge.
* Maintain staffing needs, including recruiting, scheduling, and performance management.
* Develop a strong relationship between all partners and the branch to deliver comprehensive banking.
* Onboarding of all new employees along with the Operations Manager.
Customer Experience:
* Ensure the delivery of exceptional customer service by maintaining high service standards and resolving escalated customer issues.
* Promote a customer-focused culture by fostering strong relationships and addressing customer feedback.
* Educate customers on bank products, services, and digital tools to enhance their banking experience.
Operational Oversight:
* Oversee day-to-day branch operations, ensuring compliance with bank policies, procedures, and regulatory requirements.
* Collaborate with the Operations Manager to ensure operational excellence, effective cash management, and smooth workflow execution.
* Conduct regular audits and reviews to identify process improvements, mitigate risks, and maintain compliance with regulatory standards.
Compliance & Risk Management:
* Ensure branch compliance with federal and state banking regulations, including BSA, CRA, and Fair Lending requirements.
* Monitor and address operational risks, escalating issues as necessary to safeguard bank assets and customer information.
* Maintain accurate records and documentation to support compliance and regulatory reporting requirements.
Job Qualifications/Requirements
Education/Credentials
* Bachelor's degree in accounting, business administration, or related field or equivalent experience.
* For select branches, the branch manager must hold an active NMLS and will have mortgage loan sales goals that contribute to business growth.
Prior Experience
* Required: Minimum seven years of experience in banking and five years of experience in a management position.
Skills
* English: Written and Verbal: Fluent
* Required: Strong leadership, organizational, and problem-solving skills.
* Required: Excellent communication and interpersonal skills, with the ability to mentor and support team members effectively.
* Required: Proven ability to achieve sales goals and develop effective business strategies.
* Required: Comprehensive knowledge of banking policies, regulations, and operational procedures.
* Required: Proficiency with banking systems, digital platforms, and standard office software applications.
* Additional Languages: Korean preferred
The salary range for this full-time position is $55,000.00 - $85,000.00 + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
$50k-63k yearly est. 12d ago
Lead Portfolio Manager
Central Pacific Bank 4.8
Portfolio manager job in Urban Honolulu, HI
Manages and grows the team's portfolio of Loan Syndications, Purchased Credits (SNC's & CLO's), and direct lending opportunities that are aligned with established lending and operational policies, that optimize capital utilization, and that provide strong risk adjusted profitability to the Bank with acceptable risk. Provides specialized expertise in credit underwriting and risk management in our core strategies and markets, including Interest Rate Hedging and Structured Credit. Possess a deep understanding of trends in capital markets, as well as the local, national, and global economy.
Executes in the role of Team Lead with a strong focus on leadership while creating an environment where all team members can thrive.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities:
PortfolioManagement:
Makes timely, well-informed, and balanced credit recommendations, by evaluating financial and other information, resolving issues of concern, and by accessing other internal and external sources.
Interacts directly with Agent Bank personnel, Sponsors, and Borrowers as a primary bank portfolio administration contact.
Coordinates the review of loan documentation and loan booking packages.
Coordinates the preparation of quarterly financial reporting and covenant compliance.
Coordinates portfolio reports and reviews (quarterly and semi-annually) and preparation of portfolio review presentations including review of risk grades with the assigned Credit Administrator for the entire portfolio.
Prepare annual review for all assigned credits and presents summary of the annual portfolio review to the Management Loan Committee.
Interfaces with Credit Administration, Risk Management, Treasury, Controllers, and other departments to address loan portfoliomanagement, loan policy, and any related issues.
Monitors publicly traded companies for press releases and for other public announcements and news which may impact the portfolio.
Monitors secondary market activity as available.
Credit Management & Administration:
Appropriately manages and maintains credit quality aspects of assigned portfolio. This includes:
Effective engagement with Credit Administration and Bank's internal credit approval authorities for all credit presentations and any necessary modifications.
Proactive monitoring of financial trends of portfolio borrowers and related markets.
Conducting timely renewals and/or extensions of loans and minimizes all delinquencies (payment and tickler delinquencies).
Recommends appropriate waivers/amendments.
Maintains credit files incompliance with Bank Credit Policies & Procedures.
Prepares, reviews, and audits documentation to ensure documentation is accurate according to policy.
Prepares documentation and verifies recordings to secure assets as needed for direct lending credits.
Assembles and reviews documentation files for completeness for submission to Loan Processing.
Team Leadership:
Communicates actively and effectively with PortfolioManagers and Credit Underwriters.
Provides well-grounded assessments and development plans with clear accountability.
Consistently demonstrates strong collaboration with other areas of the Bank and stakeholders.
Financial Results and Efficiencies:
Leads Team to reach or exceed financial goals.
Constantly seeks and creates opportunities for the CSS Division.
Constantly seeks and implements efficiencies for the CSS Division.
Minimum Qualifications:
Education:
Bachelor's Degree in Finance or related field required.
Experience:
8+ years track record of successful business development and syndication experience within Corporate Banking/Capital Markets ‘mid-large corporate' segments ($500Mn-5Bn revenues) required.
5+ years of experience in sales management in financial services or related industries, preferably involving customer relationship management required.
5+ years of management to include staff required.
Successful Completion of Bank-sponsored Credit Training Program preferred.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
$106k-147k yearly est. Auto-Apply 60d+ ago
Senior Wildfire Portfolio Manager - Oahu
Hawaiian Electric Companies 4.9
Portfolio manager job in Urban Honolulu, HI
We recognize our competitive advantage -- our people. We believe in our people, who share our vision of meeting the needs of our employees, customers, and communities and who carry out the continued success of the company.
Our employees are committed to the company's foundational values: integrity, excellence, teamwork, environmental stewardship, and community commitment. In turn, we invest in our employees, providing opportunities for challenge and advancement and offering a competitive compensation package.
Posting End Date: This position will remain open until filled. Early applications are highly encouraged.
BRIEF POSTING DESCRIPTION:
The P WR WILDFIRE STRATEGY Department of the P WILDFIRE STRATEGY Division at Hawaiian Electric Company has 2 Management vacancies available. (Role: Professional)
JOB FUNCTION:
Develops high-level processes to receive timely and accurate progress and performance updates with initiative owners to ensure successful completion of Wildfire Safety Strategy (WSS) project and program scope. Monitors progress with cross-functional stakeholders, and manages escalation of issues and execution risks, as required. Facilitates decision making at appropriate forums including executive-level engagements. Leads preparation and review of responses to information requests and industry benchmarking efforts related to wildfire mitigation.
ESSENTIAL FUNCTIONS:
WSS Preparation and Portfolio Monitoring
Supports overall WSS update project management activities across involved departments.
Coordinates with execution organizations to ensure successful completion of WSS project and program scope.
Reviews the scope and deliverables of wildfire mitigation related initiatives and projects for strategic alignment and validation of meeting WSS requirements.
Develops high-level processes to receive timely and accurate progress and performance updates with initiative owners.
Monitors ongoing progress and completion of projects, programs, and initiatives relative to WSS objectives in coordination with execution organizations.
Validates mid-project milestones and final outcomes against initial strategic goals, gaps and deviations, and supports the development of catch back plans.
Prepares regular updates and escalates appropriate execution risks and performance issues to executive sponsors and appropriate oversight forums for resolution.
WSS Portfolio Oversight Facilitation
Organizes, prepares materials, and supports the facilitation of wildfire mitigation portfolio oversight forums (internal governance committees).
Ensures timely communication of portfolio oversight outcomes to stakeholders.
Ensures that portfolio oversight facilitation supports responsive and aligned decision-making across all wildfire mitigation initiatives.
Integrates portfolio oversight lessons learned into ongoing updates of processes and policies.
Stakeholder Communication and Engagement
Maintains transparent communication with internal and external stakeholders regarding the progress of wildfire mitigation programs and strategic initiatives as it relates to WSS portfolio execution.
Develops stakeholder-specific reports and updates on progress of wildfire mitigation programs and strategic initiatives.
Supports WSS-related stakeholder workshops and community forums and takes a leadership role in planning and preparing for wildfire related workshops and forums.
Leads preparation and review of responses to information requests.
Leads Hawaiian Electric's industry benchmarking efforts related to wildfire mitigation.
Provides portfolio oversight subject matter expertise to support enterprise wildfire related training and development programs.
Participates in Company emergency response activities as assigned, including any activities required to prepare for such emergency response.
BASIC QUALIFICATIONS:
Knowledge Requirements
Bachelor's degree in Engineering or Accounting or Finance. Master's degree in Business Administration is highly desirable.
Professional Engineer License or equivalent is highly desirable.
Project Management Professional (PMP) certification by the Project Management Institute (PMI) is highly desirable.
Strong working knowledge of industry wildfire mitigation KPIs, performance targets, and execution work processes and data.
Strong understanding of wildfire risk across Hawaiian Electric's territories, including the regulatory, technical, operational, and public-facing dimensions. Familiar with wildfire mitigation strategy and project execution timelines and critical milestones.
In-depth knowledge of T&D project, program, and/or portfolio tracking methods, tools, and processes.
Familiarity with KPI development and analysis frameworks within capital or mitigation programs.
Skills Requirements
Ability to monitor and track ongoing project, program, and initiative status relative to WSS objectives and requirements in coordination with execution organizations. Facilitates internal forums and ability to communicate timely information with internal and external stakeholders.
Ability to resolve conflict and align cross-functional teams to ensure cohesive execution and resolve issues.
Delivers clear, executive-level reports and stakeholder updates.
Proficient in project, program, and portfoliomanagement tools, processes, and systems.
Ability to remain flexible in a demanding work environment and adapt to rapidly changing priorities.
Ability to handle difficult and/or sensitive issues while using tact, courtesy and discretion.
Excellent written, oral and presentation skills in order to effectively communicate with all levels of the organization, which often includes dealing with sensitive, difficult or confrontational issues.
Analytical, conceptual and administrative skills to assess the demands of the job, recommend proper actions, and handle multiple systems, projects and programs with minimal supervision.
Strong interpersonal skills and the ability to work with a variety of individuals at all levels within and outside the company using tact, courtesy and discretion.
Ability to handle confidential and sensitive information discreetly and professionally.
Must have or be able to qualify for a State of Hawaii driver's license. Must meet the standards for driving positions stated in the Hiring Standards for Driving Positions policy. These standards may be adjusted periodically to meet business and safety objectives.
Experience Requirements
Extensive (8+) years of experience in project/program/portfoliomanagement, governance, or utility oversight roles.
Several (3-5) years of experience with cross-functional coordination or regulatory processes is preferred.
Role: Professional
Number of Vacancies: 2
Location: Honolulu - Oahu
Hiring Range: The hiring range for the Senior Wildfire PortfolioManager [Req ID 10046] position is $107,700.00 to $139,800.00. The person selected will be placed according to his/her skills and qualifications.
About Hawaiian Electric Companies
Hawaiian Electric Companies provide electricity and services to 95 percent of the state's 1.4 million residents. The company is also one of the state's leading employers and a major contributor and supporter of community and educational programs.
The demand for power that has fueled the growth of the Hawaiian Islands has been met by Hawaiian Electric Companies for well over a century. And as the next millennium unfolds, the company is committed to providing quality service and seeking clean local energy sources to power generations of Hawaii families and businesses to come. Visit us at ****************************
Interested individuals should apply online. The application must clearly indicate the demonstrated experience/knowledge/skills/abilities the candidate possesses which specifically qualifies him/her for the position.
Applicant Certification
By submitting an application for the position, candidates:
1. Authorize the Hawaiian Electric Companies to confirm all statements contained in the application and/or any materials submitted and made a part of the application as they relate to the position and to the extent permitted by law;
2. Authorize and consent to, without reservation, the Hawaiian Electric Companies sharing any and all information regarding previous or present employment, educational training or personal information from their records and from any other source with the hiring department or subsidiary company;
3. Release, discharge, and hold harmless, Hawaiian Electric Companies, from any and all liability for any damage which may be claimed as a result of furnishing such information to the hiring department or subsidiary company;
4. Authorizes release and transfer of all personnel records to be maintained by the hiring company in the event of an inter-company transfer; and
5. Authorize, direct, and consent to Hawaiian Electric Companies and/or its authorized agents to conduct investigations into candidates' background. These investigations may include, but are not limited to searches for information about applicants; record of criminal convictions to the extent permitted by law, education records, professional certifications, personal character references, and employment history.
EEO Statement Hawaiian Electric Companies is an equal opportunity employer, including disability and protected veteran status. Hawaiian Electric Companies complies with all applicable laws, including Title I of the Americans with Disabilities Act. Any request for reasonable accommodation needed during the application process should be communicated by the candidate to the HR Service Center at **************.
Affiliate Disclaimer
Hawaiian Electric Company, Inc., Maui Electric Company, and Hawaii Electric Light (“Company”) are Hawaii Public Utilities Commission (“PUC”) regulated companies. The disclosure relating to Affiliate Transaction Requirements that follows is made pursuant to the PUC's Decision and Order No. 35962, issued on December 19, 2018, and subsequently modified by Order No. 36112, issued on January 24, 2019 in Docket No. 2018-0065.
By submitting your application, you understand and acknowledge that, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate, said Affiliate will be required to make a one-time payment to the Company in an amount up to twenty-five percent (25%) of your base annual compensation.
In addition, if you are hired by the Company and subsequently transferred, assigned or otherwise employed by an Affiliate or an Affiliate-Related Entity, for a period of one year, you cannot appear in negotiations or otherwise interact directly with the Company or work on the same matter that you worked on while with the Company.
Affiliate is defined as “any person or entity that possesses an ‘affiliate interest' in a utility as defined by section 269-19.5, Hawaii Revised Statutes (“HRS”), including a utility's parent holding company, except as otherwise provided by HRS section 269-19.5(h).”
Affiliate-Related Entity is defined as “a third party that provides electricity-related services in a regulated utility's service territory that has a material financial, operational, or ownership interest with an unregulated affiliate of the utility and of whom the utility has reasonable knowledge.”
For a current list of all Affiliates and Affiliate-Related Entities, please see:
**************************************************************************************************
This list may be amended, updated or revised from time to time without notice.
$107.7k-139.8k yearly 60d+ ago
Senior Analyst Investment Asset Allocation
Bank of Hawaii Corp 4.7
Portfolio manager job in Urban Honolulu, HI
Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
$79k-96k yearly est. Auto-Apply 60d ago
US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager
EY 4.7
Portfolio manager job in Urban Honolulu, HI
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote**
**The opportunity**
EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team.
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team.
**Your key responsibilities**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns
+ Familiarity with taxable income allocations
+ Experience with corporate tax extension requests for corporate tax returns
+ The ability to produce technical writing and research in a tax context
+ Comfort with working remotely in a virtual team environment
**Skills and attributes for success**
**To qualify for this role, you must have **
+ A bachelor's degree in accounting, finance, business or a related discipline
+ A minimum of 5 years of relevant investment or operating partnership tax compliance experience
+ A proven record of excellence in a professional services or tax organization
+ Knowledge in partnership tax technical and transactional skills
**Ideally, you'll also have **
+ A proven record of excellence in public accounting in a top or mid-tier firm
+ Experience with hedge funds or private equity funds preferred
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$68k-106k yearly est. 60d+ ago
Fiscal Manager (0080163)
University of Hawaii System 4.6
Portfolio manager job in Urban Honolulu, HI
Title: Fiscal Manager 0080163 Hiring Unit: OFC OF VP FOR STUDENT SUCCESS, STUDENT CO-CURRICULAR SUCCESS, STUDENT LIFE & DEVELOPMENT Continuous: Review of applications will begin on January 22, 2026 and will continue until the position is filled.
Band: B
Salary :salary schedules and placement information
Full Time/Part Time: Full-time
Month: 11-month
Temporary/Permanent: Permanent
Duties and Responsibilities
Duties and Responsibilities (*denotes essential functions):
1.* Serves as the Fiscal Manager (fiscal authority) for Student Life and Development overseeing all fiscal operations and ensuring compliance with University and state policies.
2.* Develops, implements and maintains effective internal controls of daily financial operations, including reconciliation, accounting, safeguarding and depositing of funds from all sources.
3.* Manages the development, analysis, and monitoring of comprehensive budgetary plans for all department accounts to include budget execution and program expenditures for the Chartered Student Organizations (CSOs).
4.* Leads the preparation and review of financial statements and reports, identified trends or areas of concern, and advises management on corrective or strategic actions.
5.* Provides financial analysis and projections for existing and proposed revenue-generating or break-even services within the Campus Center Complex to support decision-making.
6.* Directs the collection, analysis, and reporting of financial data for internal and external stakeholders, including University administration, the State Legislature, and federal or state agencies.
7.* Interprets instructions and prepares financial reports and analysis in response to requests received from the UH Budget Office, UH executives, the State Legislature, and federal and state agencies.
8.* Represents the department in all audits: coordinating document preparation, reviewing findings, preparing responses, and implementing audit recommendations.
9.* Serves as the administrative approving authority for department travel requests and completions; ensuring compliance with all policies and procedures.
10.* Supervises professional, clerical, and student employees within the fiscal office, establishing clear performance expectations and evaluating outcomes.
11.* Develops, implements, and evaluates departmental fiscal policies and procedures to ensure compliance with current University, state, and federal policies, procedures, and regulations.
12.Evaluates purchasing and procurement activities of CSOs and departmental programs to ensure compliance with applicable policies and to certify the availability of funds.
13.Resolves complex procurement issues concerning construction, competitive pricing, specification terms, vendor selections, and other purchasing transactions.
14.Negotiates scope of services, timelines, and use of required resources with the Director of Internal Audit and/or external CPA firms for department audits.
15.Oversees asset and inventory management, ensuring accurate recordkeeping, control, and accountability for all departmental equipment and property.
16.Plans and conducts training and informational sessions on fiscal procedures, policies, and best practices to ensure consistent application.
17.Monitors and administers department debt service obligations, to include repayment of bonds or other financial obligations attributed to the department.
18.Serves as an advocate and fiscal resource for student organizations, assisting with fiscal planning, compliance, and reporting needs.
19.Interprets and communicates University policies and procedures to students, student organizations, and department staff to promote understanding and consistent application.
20.Works beyond normal business hours including evenings, weekends, and/or holidays as needed.
21.Other duties as assigned.
Minimum Qualifications
1.Possession of a baccalaureate degree in Accounting, Business Administration, Finance or a related field and five (5) years of progressively responsible professional experience, of which at least two (2) years must include supervisory experience, with responsibilities for supervising a fiscal or accounting office; or any equivalent combination and/or professional work experience which provides the required education, knowledge, skills and abilities as indicated.
2.Considerable working knowledge of principles, practices and techniques in the areas of accounting and/or finance, as demonstrated by the broad knowledge of the full range of pertinent standard and evolving concepts, principles and methodologies.
3.Considerable working knowledge and understanding of applicable federal and state laws, rules, regulations and theories and systems associated with accounting and/or finance.
4.Demonstrated ability to resolve wide ranging complex problems through the use of creative reasoning and logic to accurately determine the cause of the problems and the resolution of the problems in an effective, innovative and timely manner.
5.Demonstrated ability to interpret and present information and ideas clearly and accurately in writing, verbally and by preparation of reports and other materials.
6.Demonstrated ability to establish and maintain effective working relationships with internal and external organizations, groups, team leaders and members, and individuals.
7.Demonstrated ability to operate a personal computer and apply word processing software.
8.If applicable, for supervisory work, demonstrated ability to lead subordinates, manage work priorities and projects, and manage employee relations.
9.Considerable knowledge and experience of generally accepted governmental accounting principles.
10.Demonstrated ability to analyze financial statements, discern trends, and make projections of revenues and expenditures.
11.Demonstrated ability to analyze problems, identify impact and solutions, and implement recommendations.
12.Knowledge and ability to conduct workshops and training for employees.
13.Ability to multi-task and perform in a high-paced environment.
14.Ability to work a variable work schedule that goes beyond normal working hours, including evenings, weekends, and holidays, as necessitated by program requirements.
15.Knowledge of higher education administrative services and the services offered at student unions.
16.Working knowledge of computerized spreadsheet programs and computerized financial management information systems.
Desirable Qualifications
1.Master's Degree from an accredited college or university in accounting, finance, or related field.
2.Demonstrated ability to perform with high levels of energy, flexibility, and initiative.
3.Demonstrated knowledge of the University of Hawai'i structure, policies, procedures and administrative rules.
4.Experience with revolving and special funds and/or revenue-generating operations.
5.Fiscal experience with both self-supporting and government-funded programs at a higher level educational institution.
6.Experience with managing construction procurement at the University of Hawai'i.
7.Understanding of principles and practices related to student services.
8.Experience in personnel administration within a unionized environment, with familiarity in interpreting and applying state employment policies, procedures, and collective bargaining agreements.
To Apply:
Note: If you have not applied for a position before using NeoGov, you will need to create an account.
Click on the "APPLY" button on the top right corner of the screen to complete an application and attach required documents. Applicant must submit the following:
1. Cover letter indicating how you satisfy the minimum and desirable qualifications;
2. Current resume;
3. Names and contact information (including telephone number and email addresses) of at least three (3) professional references;
4. Copies of official undergraduate and graduate (as applicable) transcripts indicating degree conferred date with confidential information (i.e. social security number, date of birth) redacted. However, original official transcripts are required upon hire. Transcripts issued outside the United States of America require a course-by-course analysis with an equivalency statement from an agency having membership with the National Association of Credential Evaluation Services, Inc., verifying the degree equivalency to that of an accredited institution within the USA.
Incomplete, late or unreadable applications will not be considered. Academic record/grade summaries will not be accepted. Diplomas and copies will not be accepted.
Inquiries: Mandy Westfall-Senda, *************************; Eddie Robles, *******************
EEO, Clery Act, ADA
The University of Hawai'i is an Equal Opportunity Institution and is committed to a policy of nondiscrimination in employment, including on the basis of veteran and disability status. For more information, visit: ********************************************
Employment is contingent on satisfying employment eligibility verification requirements of the Immigration Reform and Control Act of 1986; reference checks of previous employers; and for certain positions, criminal history record checks.
In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, annual campus crime statistics for the University of Hawai'i may be viewed at: ***************************************************** or a paper copy may be obtained upon request from the respective UH Campus Security or Administrative Services Office.
In accordance with Article 10 of the unit 08 collective bargaining agreement, bargaining unit members receive priority consideration for APT job vacancies. As a result, external or non BU 08 applicants may not be considered for some APT vacancies. BU 08 members with re-employment rights or priority status are responsible for informing the hiring unit of their status.
Accommodation Request: The University of Hawai'i complies with the provisions of the Americans with Disabilities Act (ADA). Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the EEO coordinator directly. Determination on requests for reasonable accommodation will be made on a case-by-case basis. For further information, please refer to the following link: *********************************************************
How much does a portfolio manager earn in Urban Honolulu, HI?
The average portfolio manager in Urban Honolulu, HI earns between $57,000 and $221,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Urban Honolulu, HI
$112,000
What are the biggest employers of Portfolio Managers in Urban Honolulu, HI?
The biggest employers of Portfolio Managers in Urban Honolulu, HI are: