RWE Clean Energy, LLC is seeking a Senior Manager, Portfolio Execution. This is a full-time, permanent role based in-office with some travel to other RWECE office and field locations. The position is exempt and located in the United States; pay range varies by location.
Locations include: Chicago, IL; Milwaukee, WI; San Francisco, CA; San Diego, CA; Austin, TX. The company emphasizes a focus on renewable energy development, asset optimization and customer engagement.
We look forward to meeting you. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Role
The Senior Manager, Portfolio Execution is responsible for all commercial activities related to build transfer contracting of utility-scale renewable assets. This role works with the Portfolio Execution team to identify, respond to, and negotiate build transfer contracts. The role also involves deeply understanding the market and developing customer relationships to enable RWE to be well positioned to support customers.
Role Responsibilities
Lead the outreach, response, engagement and contracting with potential Offtakers around specific projects
Provide financial optimization and leadership in driving projects to successful leadership and financial approval
Manage multiple projects and engage with internal teams including technical, financial, legal, etc.
Develop and deliver leadership presentations (including to Executive Leadership Team), seeking approval for major investments
Identify business priorities, project strategy, commercial opportunities and overall risks to help guide projects appropriately through the development process
Identify key drivers for project economics
Coordinate with multidisciplinary internal and external teams to develop and assess risks to project pipeline
Job Requirements and Experiences
Bachelor's degree required with MBA preferred
Minimum 7 years of experience in renewables, energy efficiency, clean-tech, utilities sector and/or related fields
Strong creativity and problem solving skills
Proven analytical skills and presentation skills
Strong interpersonal skills, with ability to manage customer relationships
Demonstrated desire to learn about the Company and the renewables space
Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
Strong leadership and communication, and ability to meet deadlines
Strong organization skills and ability to coordinate multiple tasks and deliverables
Ability to multi-task, while working independently and as part of a team
Motivated self-starter, goal-oriented, and strong problem-solving abilities
Proven performance with strategy, market development and/or business development with a focus on large project development in the renewables / energy market
Ability to assess renewable project financials
Strong, proven commercial acumen and ability to apply it across the development lifecycle
Utility market project development experience including complex financial offers
Ability to oversee complex projects with customer facing elements
Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
Responds well to direction, is easy to challenge and develop, and is coachable
Detail-oriented, has strong business acumen, and a sound understanding of business concepts
This position is an office-based role with some travel and visits to other RWECE office and field locations
Must be able to sit, walk, or stand for long durations of time
Compensation and Benefits
Pay range: The annual base salary range for this position in California or Illinois is $145,000 - $218,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as scope and responsibilities, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
Benefits offered: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
About RWE
Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. RWE Clean Energy is committed to increasing its asset base of over 10 gigawatts of operating wind, solar and battery projects and to providing high-quality jobs. RWE invests in local and rural communities while supporting domestic manufacturing and the renaissance of American industry. RWE is also a major offtaker of American LNG. RWE has over 125 years of energy experience across major power generation and storage technologies.
Every project presents evolving technical, practical and social challenges and drives a culture where everyone can thrive. As the third largest renewable energy company in the U.S., you'll have the opportunity to act with conviction and courage as we pivot to new technologies and continually improve, together.
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A global reinsurer seeks a Senior PortfolioManager to oversee insurance and reinsurance accounts. The role includes managing operational compliance, providing strategic guidance to underwriters, and ensuring high-quality service delivery. Candidates should have at least 5 years of relevant experience in accounting and underwriting, along with strong analytical skills, MS Office proficiency, and industry knowledge. This position offers competitive pay and relocation assistance within the U.S.
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$87k-158k yearly est. 4d ago
Senior Portfolio Manager, Commercial Lending
Hispanic Alliance for Career Enhancement 4.0
Portfolio manager job in Chicago, IL
A prominent financial institution in Chicago is seeking a Credit Analyst to support lending decisions and processes for commercial banking loans. The ideal candidate will have over 7 years of experience in credit or lending, a Bachelor's degree, and strong analytical skills. Responsibilities include negotiating loan terms, conducting portfolio analysis, and ensuring adherence to regulatory compliance to optimize financial performance. Excellent client service and relationship management skills are crucial.
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$79k-147k yearly est. 4d ago
Senior Manager, Asset Management - Federal Tax
KPMG 4.8
Portfolio manager job in Milwaukee, WI
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 Tax Manager or Senior Manager to join our Business Tax Services practice.
Responsibilities:
Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients
Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be accountable for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Additional responsibilities for Senior Manager:
* Manage risk and financial performance of engagements including billing, collections, and project budgets
* Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, 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
Prior experience with pass-through entities and partnerships
Experience managing multiple client engagements and client service teams
Additional qualifications for Senior Manager:
* Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("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, KPMG 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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:
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California Salary Range: $135700 - $273400
KPMG 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 KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
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.
$61k-82k yearly est. 7d ago
Head of Risk Management - Aegon AM
Arc's Assistive Technology (at) Services 4.7
Portfolio manager job in Chicago, IL
Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Position Overview
The Head of Risk Management is responsible for ensuring robust risk management practices across both financial and non-financial risk. The position managesportfolio risk, portfolio risk control (mandate compliance) and operational risk. These teams are further supported with subject matter expertise from the global risk functions of information technology risk, model validation and risk control testing.
The position oversees the frameworks, policies, and practices that identify, assess, monitor, and mitigate risks across all US business lines, ensuring that risk considerations are fully understood and addressed. This includes identifying and mitigating high-risk areas that could impact business operations or the achievement of organizational objectives.
This position reports directly to the AAM Global Chief Risk Officer and is a member of the Global Risk Management Senior Leadership Team, with an additional reporting line to the AAM US Board.
Job Description Key Responsibilities
Ensure an effective risk management system is in place for identifying and assessing both financial and non-financial risks. Facilitate appropriate risk responses based on thorough analysis.
Oversee compliance with investment mandates and the effectiveness of the control environment. Supervise breach investigations, ensuring root causes are understood and appropriate remediation actions are completed.
Manage risk reporting for business leaders and statutory boards, ensuring alignment with centrally maintained standards and templates. Reporting should include both qualitative and quantitative aspects, such as key risk indicators and analytics (e.g., VaR, TE, volatility, liquidity, market stress testing, and scenario analysis).
Conduct risk reviews of business developments, including product development, annual product reviews, key projects, and business process re-engineering.
Provide input for and review of prospect pitches and due diligence requests and present to internal and external stakeholders as needed.
Offer strategic leadership to the US risk function, aligning risk management with business objectives and regulatory requirements.
Foster a strong risk culture with effective first-line risk ownership. Encourage open communication about risks and support diverse perspectives across the business.
Monitor external trends and regulatory developments to evolve risk capabilities and ensure compliance. Serve as a liaison with regulators, auditors and assurance providers on key risk topics.
Oversee the identification and management of emerging risks. Support the interpretation and implementation of evolving risk management best practices and regulatory expectations.
What We are Looking For
At least 10 years of experience in investment risk management or a related field, with a strong understanding of risk management approaches and concepts.
Degree-level qualification required; professional certifications (such as CFA or FRM) are advantageous.
Experience in asset management across both public and private investment strategies is preferred.
Experience in building and maintaining investment risk management platforms.
Demonstrated ability to engage and influence senior business and functional stakeholders.
Experience in leading and motivating teams, with a proven ability to attract, develop, and retain diverse talent.
Strong problem-solving and analytical skills, as well as strong communications skills.
Effective stakeholder management and the ability to challenge constructively.
The Ideal Candidate Will Also Have
Intellectual curiosity and a drive to innovate and improve risk mitigation.
Commitment to fostering a strong risk culture and continuous improvement.
Commitment to ethical behavior and integrity, fostering a culture of trust and accountability.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.
The salary for this position generally ranges between $190,000 - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Job and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
Why Work for Us
At Aegon Asset Management, we invest in You.
Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!
Equal Opportunity Employer
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Aff irmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: ***************************** if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Technical Assistance
If you experience technical problems during the application process, please email *****************************.
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The Enterprise Services Business Risk Office provides risk management support to several lines of business including: Brand, Enterprise Supplier Management, Enterprise Products & Experience (EPX), Software, External Affairs, eData, Global Workplace Solutions, Emerging Payments, Ventures, and Tech. As the risk team supporting the enterprise global payments network we are on the cutting edge of risk management and provide support for new and emerging technologies as well as critical business strategies. Capital One has taken a bold journey to build a technology company, while operating in a complex, highly regulated business.
As a Technology Risk Manager in Capital One's Enterprise Services (ES) Risk organization, you will apply your Tech and Cyber risk management skills and analytical skills to some of our highest profile Risk Management projects. You will act as a thought leader across Technology, Divisional CIO, and Cyber Security teams to develop and support best-in-class industry risk solutions in a manner that supports innovation and protects our customers, shareholders and associates. You will collaborate with second lines of defense to lead and implement risk and control tools, techniques, and frameworks for the Technology organization, as well as provide direct tech risk guide services into our first line Divisional technology teams supporting our Global Payments Network. Your contributions will drive organizational change through risk identification, measurement, analysis and reporting in order to better manage the company's Technology and Cyber risks in an open and collaborative environment.
Technology Risk Managers are experienced and progressive individuals that operate within a highly collaborative team environment to deliver value-added risk management services to our business partners. You will have a high level of exposure across lines of business and have the opportunity to work with Executives to create and implement innovative solutions to identify and mitigate potential risks to the Company. Proficiency in Cyber and Technology risk management program development and management are key to success in this role. The successful candidate will be an experienced risk management professional who understands technology functions and organizations, with strong analytical, planning, strategic thinking, organizational and communication skills.
Responsibilities:
Serve as a Technology Risk Manager for Divisional CIO Leadership Team and respective software engineering teams to propel technology risk agenda and help DCIO LT make informed decisions in supporting their business partners.
Build successful relationships with Tech and other team members to understand the impact of technology risk on critical business processes
Perform risk reviews during various processes such as Risk Control and Self Assessments (RCSAs), Process Level Assessments (PLA), Exceptions, Applications, Targeted Risk Assessments and recommend on risk mitigation activities.
Influence leaders within Tech, Compliance, Cyber Security, second line risk organizations, and Internal Audit on key technology risks and actions needed
Conduct periodic risk reviews with the executives and support reporting for technology risk metrics
Develop risk analysis, perform deep dive investigations, and drive specific risk initiatives to minimize risk posture and strengthen overall control suite effectiveness
Design and support internal risk and control governance processes
Identify and implement continual tech risk program enhancements based on industry standards and best practices in alignment with Capital One's strategic risk direction
Support the Enterprise Services (ES) Risk organization by implementing new and innovative ideas
Basic Qualifications:
Bachelor's Degree or military experience
At least 5 years of experience in performing risks assessments and risk advisory work for card or debit payments networks
At least 7 years of experience in an information technology or risk management field
At least 7 years of experience in project, risk program, or process management
At least 7 years of experience supporting, partnering, and interacting with internal and external business clients
At least 7 years of experience consulting with senior executives or strategy building
Preferred Qualifications:
CISA, CRISC, CISSP, CISM or other Industry Risk Professional Certification
At least 5 years working with Technology in the Financial Services industry
At least 1 year of experience managing risks, governance, and controls for technology, digital products, and solutions
At least 1 year of experience with Risk Management frameworks, reporting, and metrics within public cloud based environments
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Sales Territory: $182,500 - $208,300 for Sr. Manager, Cyber Risk & AnalysisMcLean, VA: $200,700 - $229,100 for Sr. Manager, Cyber Risk & AnalysisRichmond, VA: $182,500 - $208,300 for Sr. Manager, Cyber Risk & Analysis
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$200.7k-229.1k yearly 1d ago
Senior Catastrophe Risk Manager
R T Specialty, LLC 3.9
Portfolio manager job in Chicago, IL
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* *The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.* **Benefits**!
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$102k-143k yearly est. 1d ago
Senior Tax Manager - Private Client Services for HNW
BDO Capital Advisors, LLC
Portfolio manager job in Chicago, IL
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant field and at least seven years of experience in accounting or finance. Strong communication, leadership, and analytical skills are essential. The position offers a competitive salary range of $140,000 to $190,000 based on qualifications and experience.
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$140k-190k yearly 1d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Chicago, IL
Tax Manager - Public Accounting Firm (Confidential Search)
💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $130,000 - $185,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S‑corps, and closely‑held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid‑sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged. If you're open to exploring growth‑oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
📧 joey@solidrockrecruiting.com
📞 (605) 601‑4597
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$130k-185k yearly 4d ago
Head of Risk Management - Aegon AM
Transamerica Corporation 4.1
Portfolio manager job in Chicago, IL
## ** Summary**Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: The Head of Risk Management is responsible for ensuring robust risk management practices across both financial and non-financial risk. The position managesportfolio risk, portfolio risk control (mandate compliance) and operational risk. These teams are further supported with subject matter expertise from the global risk functions of information technology risk, model validation and risk control testing. The position oversees the frameworks, policies, and practices that identify, assess, monitor, and mitigate risks across all US business lines, ensuring that risk considerations are fully understood and addressed. This includes identifying and mitigating high-risk areas that could impact business operations or the achievement of organizational objectives. This position reports directly to the AAM Global Chief Risk Officer and is a member of the Global Risk Management Senior Leadership Team, with an additional reporting line to the AAM US Board.## **Job Description****Key Responsibilities:*** Ensure an effective risk management system is in place for identifying and assessing both financial and non-financial risks. Facilitate appropriate risk responses based on thorough analysis.* Oversee compliance with investment mandates and the effectiveness of the control environment. Supervise breach investigations, ensuring root causes are understood and appropriate remediation actions are completed.* Manage risk reporting for business leaders and statutory boards, ensuring alignment with centrally maintained standards and templates. Reporting should include both qualitative and quantitative aspects, such as key risk indicators and analytics (e.g., VaR, TE, volatility, liquidity, market stress testing, and scenario analysis).* Conduct risk reviews of business developments, including product development, annual product reviews, key projects, and business process re-engineering.* Provide input for and review of prospect pitches and due diligence requests and present to internal and external stakeholders as needed.* Offer strategic leadership to the US risk function, aligning risk management with business objectives and regulatory requirements.* Foster a strong risk culture with effective first-line risk ownership. Encourage open communication about risks and support diverse perspectives across the business.* Monitor external trends and regulatory developments to evolve risk capabilities and ensure compliance. Serve as a liaison with regulators, auditors and assurance providers on key risk topics.* Oversee the identification and management of emerging risks. Support the interpretation and implementation of evolving risk management best practices and regulatory expectations.**What We are Looking For:*** At least 10 years of experience in investment risk management or a related field, with a strong understanding of risk management approaches and concepts.* Degree-level qualification required; professional certifications (such as CFA or FRM) are advantageous.* Experience in asset management across both public and private investment strategies is preferred.* Experience in building and maintaining investment risk management platforms.* Demonstrated ability to engage and influence senior business and functional stakeholders.* Experience in leading and motivating teams, with a proven ability to attract, develop, and retain diverse talent.* Strong problem-solving and analytical skills, as well as strong communications skills.* Effective stakeholder management and the ability to challenge constructively.**The Ideal Candidate Will Also Have:*** Intellectual curiosity and a drive to innovate and improve risk mitigation.* Commitment to fostering a strong risk culture and continuous improvement.* Commitment to ethical behavior and integrity, fostering a culture of trust and accountability.*\*\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\*\**The salary for this position generally ranges between $190,000 - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.**Compensation Benefits:*** Competitive Pay* Bonus for Eligible Employees**Benefits Package:*** Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities**Health and Work/Life Balance Benefits:*** Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* College Coach Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus ProgramsJob and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.*At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.*#LI-Hybrid## **Why Work for Us**At Aegon Asset Management, we invest in You.Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!## **Equal Opportunity Employer:**AEGON USA Realty Advisors,
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$86k-114k yearly est. 2d ago
Finance Manager, VBC
Duly Health and Care
Portfolio manager job in Downers Grove, IL
Finance Manager, Value Based Care
Hours: 40 hrs., 8-5 M-F
Work Schedule: Hybrid, in office Tues/Wed/Thurs. Remote Mondays and Fridays. Candidate must live in Illinois.
Responsibilities
Lead financial analysis and modeling for value-based care initiatives, including Medicare, Medicare Advantage, and commercial risk arrangements.
Prepare, monitor, and analyze annual budgets and monthly variance reports to support decision-making and performance improvement.
Develop and manage financial forecasts, including revenue and expense projections related to VBC contracts.
Partner with operational and clinical leaders to translate data into actionable insights, highlighting trends and opportunities for cost reduction and quality improvement.
Design and implement automated reporting and analytical tools to streamline financial and operational performance tracking.
Produce and present financial reports and insights to senior leadership and other stakeholders.
Support contract modeling and evaluation for new or existing value-based agreements.
Collaborate with data analytics teams to ensure accuracy and integrity of financial and clinical data used in performance assessments.
Participate in continuous improvement initiatives to enhance finance processes, reporting capabilities, and data-driven decision-making.
Stay current on regulatory changes, payer policies, and industry trends impacting value-based reimbursement and healthcare finance.
Qualifications
Education:
Bachelor's degree in finance, Accounting, Economics, or related field required.
Master's degree or MBA preferred.
Experience:
Minimum of 5+ years of progressive experience in healthcare finance, financial planning & analysis (FP&A), or related roles.
Experience in a Value-Based Care organization, Accountable Care Organization (ACO), or payer environment (Medicare / Medicare Advantage focus) strongly preferred.
Demonstrated experience in budgeting, forecasting, and variance analysis.
Proficiency in financial modeling and data analytics.
Experience automating and improving financial processes or reporting tools is a plus.
Skills & Competencies:
Strong analytical and quantitative skills, with the ability to translate complex data into actionable insights.
Excellent presentation and communication skills, with the ability to influence and inform senior leadership.
Advanced Excel and financial modeling capabilities; experience with BI tools (Power BI, Tableau, or similar) preferred.
Knowledge of healthcare reimbursement models, especially risk-based and shared savings arrangements.
Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment.
Collaborative mindset and proven ability to work cross-functionally.
The compensation for this role includes a base pay range of $107K-$161K, with the actual pay determined by factors such as skills, experience, education, certifications, geographic location, and internal equity. Additional compensation may be available through shift differentials, bonuses, and other incentives. Base pay is only a portion of the total rewards package.
$107k-161k yearly 22h ago
Mergers and Acquisitions (M&A) Partnership Tax - Senior Manager
Price Waterhouse Coopers 4.5
Portfolio manager job in Chicago, IL
At PwC, tax services focus on advising clients on planning, compliance, and strategy. Those in M&A tax provide guidance during mergers, acquisitions, and other business transactions. Your work analyzes transaction implications, develops tax structures, and assists clients in navigating complex regulations to optimize outcomes.
Strategic Advisor
Grow as a strategic advisor by leveraging influence, expertise, and network to deliver quality results. Motivate and coach others, solve complex problems, and apply sound judgment. Communicate how things fit together, develop high‑performing, diverse, and inclusive teams, and contribute to the Firm's success.
Key Skills and Experience
Craft and convey clear, impactful, and engaging messages that tell a holistic story.
Apply systems thinking to identify underlying problems and opportunities.
Validate outcomes with clients, share alternative perspectives, and act on client feedback.
Direct the team through complexity, demonstrating composure through ambiguous, challenging, and uncertain situations.
Deepen and evolve your expertise with a focus on staying relevant.
Initiate open and honest coaching conversations at all levels.
Make difficult decisions and take action to resolve issues hindering team effectiveness.
Model and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the M&A Tax team, you lead the creation and implementation of impactful tax strategies for complex transactions. As a Senior Manager, you guide large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Leverage specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies.
Responsibilities
Guide significant projects and refine processes.
Maintain elevated operational standards.
Engage with clients at senior levels to confirm project success.
Cultivate trust with diverse teams and stakeholders.
Encourage and guide teams to resolve complex issues.
Represent the firm in community organizations.
Develop and implement impactful tax strategies.
Leverage technical acumen to deliver quality results.
What You Must Have
5 years of experience.
CPA, member of the Bar or other tax, technology, or finance‑specific credentials may qualify.
A Juris Doctorate (JD), Master of Laws (LLM), or master's degree in Accounting or Taxation may be considered in lieu of a bachelor's degree in Accounting.
What Sets You Apart
Juris Doctorate preferred.
Leading consulting engagements in partnerships and M&A.
Partnership taxation and qualitative analysis.
Applying U.S. federal income tax law.
Developing and sustaining client relationships.
Preparing and presenting complex documents.
Leading teams and encouraging innovation.
Utilizing digitization tools to enhance engagements.
Utilizing advance pricing strategy.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H‑1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401(k), holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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$71k-96k yearly est. 4d ago
Senior Tax Manager
Fricke Recruiting
Portfolio manager job in Chicago, IL
CHICAGO!!! New Opening - Great Tax Senior Manager opportunity
Tax Senior Manager 150-165k + Bonus (Financial Services) Chicago
Career advancement opportunity with a fast track to Partnership
Large number of Client Operating Funds and Fund Service
Tired of Busy Seasons that are ALL WORK?
Get your LIFE BALANCE BACK! Burn out does not exist with our Financial Services Client
This individual would be responsible for tax research projects, special tax projects and overall quality control of the firm's tax practice.
CPA (req)
Master's in taxation (pref-not req)
More information email or apply Bryan@FrickeRecruiting.com
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$73k-102k yearly est. 5d ago
Branch Manager
RÖHlig Logistics
Portfolio manager job in Mount Prospect, IL
Shaping the Future of Logistics- Your Career Starts at Röhlig
Whether it's sea freight, air freight, or contract logistics, at Röhlig Logistics you'll help create tailor-made solutions that move the world forward. As a global, family-owned company founded in Bremen, Germany in 1852, we've built our reputation on reliability and trusted partnerships.
Röhlig USA is a global freight forwarder specializing in air, ocean, and contract logistics.
We deliver customized supply chain solutions through a network of over 2,700 employees worldwide. As a privately owned company, we focus on long-term partnerships and high-quality service. Our U.S. team is growing rapidly, driven by innovation, reliability, and customer success.
We are seeking a results-driven Branch Manager for our Mount Prospect location. The ideal candidate brings strong leadership experience, deep expertise in freight forwarding, and a customer-focused mindset.
What you will do:
Operational Functions
Coordinate the operations for both Imports & Exports departments, monitoring workflows and management of resources to ensure and verify timely and accurate operational processes.
Ensure speedy delivery of cargo to customers.
Compliance with all regulations of USA Customs/IATA/TSA and other governing bodies.
Assists Human Resources in the hiring and termination of employees.
Financial and Accounting Outcomes
Set goals and objectives for the branch in accordance with company guidelines and key performance areas/indicators, number of jobs, revenue and cost per job, expenses & revenue ratio.
Full P/L responsibility, set Budget and target and present to Management.
Collaborate with Sales to integrate operations and sales budgets.
Develop a business plan in conjunction with his/her key staff, to achieve the stated company outcomes.
Use established indicators and tools (e.g. daily invoicing and job numbers, financial reports etc.) appropriately.
Ensure all accounting matters are finalized to maximize revenue and all accounting functions in the branch are dealt with in a timely manner.
Client, Supply Management, and Business Development
Management of allocated customers using established tools (e.g. client activity reports) in order to achieve and exceed targets.
Negotiation of contracts with customers, suppliers and overseas agents. Deployment of information on all contracts with customers and suppliers to all parties.
Prospect new business and Sales Development.
Resolve discrepancies, while keeping record of discrepancies via the Innovations and Incidents 16. Management (IIM) to ensure compliance.
People Management
Lead, motivate, and manage operations and sales teams.
Retain adequate staffing levels.
Conduct annual performance reviews July and January; Establish targets and objectives.
Monitor staff performance - work with HR on employee relations and training issues.
Uses discretion and judgment to make decisions on job status and succession planning recommendations to Human Resources.
Keeps in touch with competitor activities and industry trends. Attend industry-related functions when required
What you bring:
1.High school graduate, some college preferred
2.Knowledge of related computer applications: EDI/Cargowise, CRM
3.Familiarity with all freight forwarding procedures and financials: TSA, CBP, IATA, FMC, BIS
4.Business unit & Cost center supervision experience: P&L, Debtors, AR/AP
5.Essentially six plus years of industry related experience required
6.Demonstrated Leadership and People Management skills
7.Proven sales ability
8.Highly motivated and results driven
9.Outstanding people skills; customer driven, business savvy
10.Able to handle complex problems, knows how to multitask
What we offer you:
1.Comprehensive Medical, Dental, and Vision Insurance - Keeping you and your family healthy is our priority.
2.401(k) Plan with Company Match - We're invested in your future and help you save for retirement.
3.Generous Paid Time Off (PTO) - Whether you're planning a vacation, taking care of personal needsor just need a mental health day, we've got you covered.
4.Supportive Work Environment - From career development opportunities to a collaborative culture, we ensure you feel valued every step of the way.
Join our international team of more than 2,700 colleagues across 35+ countries and collaborate on exciting projects for customers around the world. You'll work in a supportive, trust-based, and collaborative environment that values open communication and empowers you to share your ideas and grow professionally. At Röhlig, we're committed to helping you build a long-term career while maintaining a healthy work-life balance - because we believe success is best achieved together.
Apply now and shape the future of logistics with us!
For further information about the position or the application process, please reach out to:
Mark Aulisio
Talent Acquisition Manager
***********************
More information on ***************
**Financial Accounting Senior** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The **Financial Accounting Senior** will be responsible for providing technical leadership and setting the strategic direction of projects.
**How you will make an impact:**
+ Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements.
+ Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis.
+ Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs.
+ Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes.
+ Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions.
+ Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting.
+ Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations.
+ Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies.
**Minimum Requirements:**
Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Capabilities, and Experiences:**
+ CPA preferred.
+ Degree in Accounting strongly preferred.
+ Experience with Hyperion/Essbase preferred.
+ Intermediate Excel experience preferred.
+ Demonstrated ability to interpret technical accounting guidance.
+ Experience with Clearwater or similar investment reporting platforms.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$64k-106k yearly est. 11d ago
Senior Investment & Treasury Analyst
Ulse
Portfolio manager job in Evanston, IL
At UL Research Institutes and UL Standards & Engagement, we know why we come to work.
We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization's investment portfolio, including asset allocation and performance reporting for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role will support treasury and investment operations, as well as tax-related analysis within the Treasury office. The Senior Investment & Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting.
This is a hybrid role.
UL Research Institutes and UL Standards & Engagement
At UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE), we expand the boundaries of safety science to create a more secure and sustainable world. For more than a century, we have studied the unintended consequences of innovation, designed solutions to mitigate risk, created new safety standards and shared our findings with academia, scientists, manufacturers, and policymakers across industries. We identify critical safety and sustainability issues, asking the tough questions because we believe a safer world begins with knowledge.
What you'll learn and achieve:
As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of UL as you:
Coordinate outsourced investment portfolio meetings and prepare related reporting materials.
Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance.
Monitor and evaluate existing investments to support ongoing portfolio decisions.
Supporting an on-going Investment operations
Support annual audit related work for investment and treasury matters
Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses.
Support banking operations, including account administration, wire transfer payments, and credit card program administration
Assist in developing cash flow forecasts and supporting day-to-day cash management activities
Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720.
Support tax function on-going compliance initiatives
Coordinate across Finance, accounting, and legal to meet shared goals and objectives.
Contribute to other treasury department specific and cross-functional initiatives.
What you'll experience working at UL Research Institutes and UL Standards & Engagement: For the organizations across the UL enterprise, corporate and social responsibility isn't new. We have pursued our mission of working for a safer, more secure, and sustainable world for nearly 130 years, embedding conscientious stewardship into everything we do.
People: Our people make us special. You'll work with a diverse team of experts respected for their independence and transparency and build a network, because our approach is collaborative. We collaborate across disciplines, organizations, and geographies to build the global scientific response that today's global challenges require.
Interesting work: Every day is different for us here. We see what's on the horizon and use our expertise to build the foundations of a safer future. You'll have the opportunity to push the boundaries of human understanding as part of a team working to advance the public good.
Grow and achieve: We learn, work, and grow together through targeted development, reward, and recognition programs.
Values. Four core values guide our work: collaboration, respect, integrity, and beneficence. By living our values, we inspire the trust essential to fulfilling our mission and foster the partnerships that enable us to pursue a beneficent future in which we all can thrive.
Total Rewards: All employees at UL Research Institutes and UL Standards & Engagement are eligible for bonus compensation. We offer comprehensive medical, dental, vision, and life insurance plans and a generous 401k matching structure of up to 5% of eligible pay. Moreover, we invest an additional 4% into your retirement saving fund after your first year of continuous employment. Depending on your role, you may be able to discuss flexible working arrangements with your manager. We also provide employees with paid time off, including vacation, holiday, sick, and volunteer days.
What makes you a great fit:
While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes:
Knowledge of investment portfoliomanagement and treasury operations acquired through relevant and increasingly complex work experience.
Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting.
Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate complex information into recommendations that guide leadership decision-making.
Strong verbal and written communication skills, with the ability to tailor delivery based on audience and context.
Strong interpersonal and relationship-building skills, with the ability to collaborate across all levels of the organization.
Superior quantitative and analytical capabilities, including advanced Excel and PowerPoint proficiency; experience with financial systems.
Professional education and experience requirements for the role include:
Bachelor's degree in accounting, finance, or equivalent.
Professional qualification such as CPA, CMA or CA, preferred.
Minimum five years direct work experience in various treasury functions.
About UL Research Institutes and UL Standards & Engagement
UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being.
Our affiliate, UL Solutions, stands alongside us in working for a safer and more sustainable world. UL Solutions conducts testing, verification and certification, and provides training and advisory services, along with data-driven reporting and decision-making tools, for customers around the world.
Learn more about us and the offered benefits, visit our websites at UL.org and ULSE.org.
Salary Range:
$81,456.37-$112,002.51
Pay type:
Salary
$81.5k-112k yearly Auto-Apply 19d ago
Senior Portfolio Manager, TA&A
SCOR
Portfolio manager job in Chicago, IL
The Senior PortfolioManager, TA&A Operations oversees the administration of insurance and/or reinsurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow. The role provides critical support and strategic guidance to underwriters in administrative activities relating to the underwriting and technical accounting process.
This role is responsible for ensuring high-quality service delivery across core operational and underwriting processes, maintaining compliance with contractual and regulatory requirements, and driving efficiency and continuous improvement.
As a SPM, there will be expectations around coaching, training and supporting other PMs within the team (and globally) to support the Head of SBS TA&A.
Showcasing agility and change management while continue their learning and development will help support the adoption of new tools and process improvements, which align with SCOR's Operational priorities .
Responsibilities
Responsible for the validation of facultative entries and ensure accurate updates within underwriting and accounting platforms, maintaining high standards of data governance.
Oversee the correct input and audit of Terms & Conditions in the accounting system, implementing robust quality assurance protocols. Align with underwriters on policy language/terms and condition changes.
Ensure completeness and accuracy in the recording of account and claims advices, driving accountability across teams.
Serve as a senior liaison between Underwriting, Claims, brokers, cedents, and outsourced teams to resolve complex discrepancies and ensure alignment across stakeholders.
Manage independently his/her own portfolio with medium to complex accounts and solves complex problems or problems where precedent may not exist.
Manage cashflow including setting-up of client bank accounts in the accounting system, processing of outgoing/incoming payments and follow up on pending payments and open balances,
Perform IC S controls (Internal Control System) according to relevant guidelines and pro-actively support Underwriters in the performance of these controls,
Ensure compliance with sanctions and embargos by scanning respective lists and forward to Underwriter/Legal for further investigation if needed,
Ensure completeness and proper filing of underwriting, accounting and claims documentation DMS (Document Management System)
Maintain good communication with clients by attending internal and external meetings and workshops as required.
Be accountable for internal and external audit purposes and support regulatory requests.
Analyse and interpret internal reports to monitor client accounts and performance metrics, providing actionable insights and strategic recommendations to senior stakeholders.
Champion knowledge sharing and collaboration across internal teams and external partners, fostering a culture of transparency and continuous learning.
Collaborate closely with peers and the Head of Technical Accounting & Administration to align operational priorities with business strategy.
Communicate effectively and constructively with staff and leadership, influencing outcomes and driving engagement
Provide guidance acting as a coach/ mentor across the team and foster knowledge sharing with cross functional colleagues to reach solutions.
Qualifications
At least 5 years of experience in the industry (re-/insurance) accounting and underwriting assistance and/or controlling
Bachelor / completed commercial apprenticeship (ideally in re-/insurance company) or equivalent
Advanced MS Office skills (focus on MS Excel, Power Query)
Power Bi, Foundry, Business Objects skills beneficial
Extensive knowledge of Technical Accounting, Settlement, and Credit Control processes - demonstrating deep expertise in end-to-end technical accounting including premium and claims processing, reconciliation, and settlement.
Skilled in managing complex credit control issues, ensuring timely cash flow, and mitigating financial exposure
Advanced knowledge of internal business reporting
Line of Business subject matter expert provides expert guidance on product structures, market practices, and regulatory implications ensuring operational alignment with underwriting and portfoliomanagement goals.
Personal Competences:
Deep Insurance & Reinsurance expertise with a strong desire to continuously deepen subject matter expertise.
Advanced analytical skills with a high level of accuracy and attention to detail.
Strong interpersonal skills with the ability to collaborate effectively across internal teams and external stakeholders.
Demonstrates a strong sense of responsibility and dependability in all aspects of work.
Self-motivated, flexible, and responsive to change in dynamic environments.
Highly organized with a consistent track record of delivering high-quality outcomes.
Proactively identifies opportunities for improvement and adapts to evolving business needs.
Skilled at building and maintaining trusted relationships across multiple levels and disciplines.
Passionate about driving innovation and operational excellence through strategic thinking and problem-solving
Relocation assistance within the U.S. is available for this position.
CandidatesmusthavevalidauthorizationtoworkintheU.S.withouttheneedforemployersponsorshipnoworinthefuture.
PayRangeforrolesperformed in IL: $90,000-$110,000 basesalaryperyear.Actualsalariesmayvarybasedonvariousfactorsincludingbutnotlimitedtolocation,
packageforemployees.Otherrewardsmayincludeannualbonuses,short-andlong-termincentives.Inaddition,weprovideavarietyofbenefitstoemployees,includinghealthinsurance
coverage,lifeanddisabilityinsurance,aretirementsavingplan,paidholidaysandpaidtimeoff.
Locations 28 Liberty Street, New York, NY, 10005, US
About Us
As a leading global reinsurer, SCOR offers its clients a diversified and innovative range of reinsurance and insurance solutions and services to control and manage risk. Applying “The Art & Science of Risk,” SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society in around 160 countries worldwide.
Working at SCOR means engaging with some of the best minds in the industry - actuaries, data scientists, underwriters, risk modelers, engineers, and many others - as we work together to find solutions to pressing challenges facing societies.
As an international company, our common culture is defined by “The SCOR Way.” Serving both to build momentum that drives the Group forward and as a compass to guide our actions and choices, The SCOR Way is anchored by five core values, reflecting the input of employees at all levels of the Group. We care about clients, people, and societies. We perform with integrity. We act with courage. We encourage open minds. And we thrive through collaboration.
SCOR supports inclusion and the diversity of talents, and all positions are open to people with disabilities.
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$90k-110k yearly 4d ago
Manager, State & Local Tax - Asset Management
KPMG 4.8
Portfolio manager job in Chicago, IL
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 multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies
Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
Review information presented on state income tax returns before, during and after preparation
Build and manage client relationships, and supervise, mentor, and develop staff
Research and draft technical memoranda regarding income, franchise, sales and use tax questions
Qualifications:
Minimum five years of recent experience performing tax research and preparing state income tax returns for pass-through and corporate entities, performing tax research, providing technical advice on multi-state tax issues
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
Capability to foster relationships both internally as well as with clients
Ability and desire to perform in a high-energy team environment
Excellent writing, compliance, communication, management, and tax research skills
KPMG LLP and its affiliates and subsidiaries ("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, KPMG 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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:
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KPMG 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 KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
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-84k yearly est. 5d ago
Senior Manager, M&A Tax & Strategy
Price Waterhouse Coopers 4.5
Portfolio manager job in Chicago, IL
A leading professional services firm in Chicago seeks a Senior Manager in Tax to oversee M&A practices. The role involves strategic planning, team management, and client engagement, ensuring operational excellence. Candidates must have 5+ years in tax consulting, with a preference for those holding a Juris Doctorate, and must navigate complex financial landscapes effectively. Competitive salary and benefits offered.
#J-18808-Ljbffr
Financial Accounting Senior Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Accounting Senior will be responsible for providing technical leadership and setting the strategic direction of projects.
How you will make an impact:
* Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements.
* Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis.
* Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs.
* Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes.
* Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions.
* Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting.
* Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations.
* Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies.
Minimum Requirements:
Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities, and Experiences:
* CPA preferred.
* Degree in Accounting strongly preferred.
* Experience with Hyperion/Essbase preferred.
* Intermediate Excel experience preferred.
* Demonstrated ability to interpret technical accounting guidance.
* Experience with Clearwater or similar investment reporting platforms.
Job Level:
Non-Management Exempt
Workshift:
1st Shift (United States of America)
Job Family:
AFA > Accounting
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
How much does a portfolio manager earn in Waukegan, IL?
The average portfolio manager in Waukegan, IL earns between $61,000 and $190,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.