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Portfolio manager jobs in West Sacramento, CA - 182 jobs

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  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Sacramento, CA

    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: *********************************************************************** 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.
    $70k-94k yearly est. 8d ago
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  • Payments Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Sacramento, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 8d ago
  • Tax Manager or Director

    Cliftonlarsonallen LLP 4.4company rating

    Portfolio manager job in Sacramento, CA

    CLA is a top 10 national professional services firm where **our purpose is to** *create opportunities* every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Quarterly Wellness stipend* Fertility benefits* Complete list of benefits CLA is looking for a Tax Manager or Director to support our AFB tax practice in our Roseville office!**How you'll** *create opportunities* **in this Tax Manager role:*** Consult with clients on business processes such as succession and tax planning.* Lead, schedule, supervise, and review tax engagements.* Develop and train team members to help them build *inspired careers.** Foster and build opportunities for our clients, communities, and people.* Become an industry professional and attend industry-leading events and trainings.* Perform a range of tax procedures in accordance with the size and complexity of the engagement.* Review complex individual and corporate tax returns.**What you will need:*** You have a minimum of 6 years of experience serving in a tax role with a public accounting firm.* You have a Bachelor's Degree in Accounting, Finance, or a related field.* You have an active CPA certification.* For the Tax Director position, a JD or EA may be accepted in lieu of a CPA certification.* You are looking for a firm that will support and foster your aspiring career goals.* You jump at the chance to help others, and you're ready to join a team of high-performing people.* You have a knack for solving issues and confidently bring solutions to the table.* You love to work with clients to help their businesses succeed strategically.Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.Wage range in California is $112,700 - $190,000.00 Annual#LI-MM1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click to learn about your hiring rights.**Wellness at CLA**To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits click .**Start your inspired career** When you join CLA, you'll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. #J-18808-Ljbffr
    $112.7k-190k yearly 5d ago
  • Japanese Business Network - Private Tax Manager

    PwC 4.8company rating

    Portfolio manager job in Sacramento, CA

    Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Required Knowledge and Skills: Must be able to speak, read and write Japanese. Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in complex tax issues faced by US, non-publicly traded entities with extensive operations in Japan. Demonstrates extensive-level abilities and/or a proven record of success in identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials; Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date 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: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-266k yearly 8d ago
  • ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location

    EY 4.7company rating

    Portfolio manager job in Sacramento, CA

    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. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **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 . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **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 ************************** .
    $171.2k-297.2k yearly 41d ago
  • Commercial Portfolio Manager

    River City Bank 4.1company rating

    Portfolio manager job in Sacramento, CA

    Under general supervision and in collaboration with relationship management team, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure compliance with the loan agreement covenants. Employees in this job class handle routine to complex types of loans and retain current customers. Essential Functions 1. Portfolio Management/Credit Analysis Works as part of a relationship management team to share responsibility for the largest, and most complex portfolio within Commercial Banking. Assists Relationship managers with portfolio management, partner collaboration, and client engagement to develop and grow new and existing commercial business relationships. Provides consistent, high quality, and professional service to clients. Collaborates with Relationship Manager to negotiate and structure new and renewed commercial loans; makes recommendations on loan structure and terms to next appropriate level of authority. Reviews and analyzes financial data and other relevant information to determine each customer's eligibility for credit within established underwriting standards and lending policies. Accountable for application and underwriting quality. Follows up on current credits to ensure compliance with terms and conditions, reviews collateral reports to ensure margin requirements are maintained, assesses transaction risk, assigns appropriate risk rating, and takes appropriate action to collect any delinquencies. Serves as a mentor and provides consistent training and feedback Credit Analysts and Credit Associates to help maintain a risk-focused approach to credit analysis. Identify and recommend strategies to mitigate portfolio risk. Ensures that all approved Credit Authorizations succinctly and cogently address the key credit issues. Identifies and takes appropriate action in a timely manner to improve the Bank's position with regards to problem loans in assigned portfolio. Meets at least quarterly with CEO, CCO, and Commercial Banking Director to discuss the existing risk rating on all significant loan relationships and takes appropriate relationship action to mitigate identified risks. 2. Compliance/CRA Ensure the portfolio administration and risk management of each client relationship complies with established credit policy, procedure, and business strategy, as well as commercial and regulatory guidelines. Participates actively in community activities to enhance the bank's image, visibility and to reinforce the Bank's commitment to CRA. Maintains a current knowledge of bank regulations. Ensures compliance with all Federal, State and bank policies, procedures, and regulations. Requirements Bachelor degree in business and/or finance from an accredited college or equivalent work experience. Minimum of five years proven and progressive experience in in commercial lending with prior experience as a Portfolio Manager, Commercial Underwriter / Analyst, or Relationship Manager. Strong analytical skills and credit acumen, including but not limited to loan structuring, concise underwriting, appropriate risk identification and mitigation, and ongoing risk and relationship management of a commercial portfolio. Additional Comments: River City Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Note: River City Bank does not sponsor applicants for work visas. For CA residents please read the Notice at Collection - California before applying. Salary Description $110,000 - $150,000 per year
    $110k-150k yearly 15d ago
  • Manager, Finance - GTS Portfolio

    The Gap 4.4company rating

    Portfolio manager job in Folsom, CA

    About the RoleThe Finance Manager for the Global Technology Solutions organization is a transformative and energetic role responsible for the forecasting and accounting support for Gap Inc.'s technology development initiatives. This position provides financial leadership for technology capital and expense portfolios, with a strong emphasis on accounting for emerging technologies, including cloud computing and asset depreciation. This role is optimal for a Manger that is analytical, detail-oriented, can pick up new concepts quickly and collaborates well and has excellent communication and interpersonal skills. The role will engage with business partners that have diverse backgrounds and varying degrees of financial expertise.What You'll Do Deliver qualitative financial management for technology portfolio projects, including guidance on capitalization and month-end close processes for both capital and expense areas Drive the depreciation forecasting and annual budget process, ensuring alignment with technology strategies and project deployment timelines Drive the cloud computing implementation amortization forecasting and annual budget process, ensuring alignment with technology strategies and project deployment timelines Evaluate and apply accounting guidance for cloud computing arrangements, including the distinction between capitalized cloud computing implementation costs and capitalized fixed asset costs Manage the tracking and recording of cloud computing implementation costs from capitalization to prepaid amortization, ensuring compliance with GAAP, policy and process requirements Engage with GTS Portfolio organization to conduct finance reviews as part of the portfolio funding approval process Collaborate with project teams to identify and value technology assets, applying capitalization principles and driving asset creation and financial project closure Manage monthly financial close process for the portfolio projects to deliver accurate financial results, including comprehensive analysis and reconciliation of key P&L and balance sheet items Provide guidance on accounting, controls, journal reviews, and reporting for technology projects Lead and deliver the annual asset technology hardware reviews and software auto-retirement process Leverage data-driven insights to support financial decision-making Manage prioritization, resolving blockers and dependencies to ensure success of key deliverables Evaluate current processes and tools, propose and implement changes to drive efficiencies in financial operations Introduce new tools, processes, and technology to improve efficiency, team collaboration and stakeholder engagement Lead and develop a small team, supporting skill development and fostering a collaborative environment Who You Are 7+ years of related business experience in Finance, Accounting or related field, demonstrating increasing levels of responsibility Ability to assess relatively complex situations and analyze data to make judgments and recommend comprehensive solutions within a wide variety of scenarios Comprehensive understanding of financial statements including balance sheets and general ledgers, Sarbanes Oxley compliance, and the financial close process High level of individual accountability and the ability to influence others while maintaining key relationships in the business Proven ability to cultivate innovation and drive improvements in financial and operational processes Qualitative communication and interpersonal skills, with the ability to collaborate across diverse teams High level of emotional intelligence and be able to work under firm deadlines Experience in technology accounting, including asset capitalization, depreciation, and cloud computing financial management a plus Highly skilled in Excel and entire MS Office suite Oracle Financials experience preferred
    $102k-179k yearly est. Auto-Apply 3d ago
  • Bond Portfolio Manager

    Westamerica Bank 3.6company rating

    Portfolio manager job in Suisun City, CA

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Responsible for managing the Bank's bond portfolio, including development of investment strategy with senior management, purchasing bonds, and monitoring portfolio performance. Provides investment portfolio management services to the Bank's Trust Department. Reviews and interprets governmental monetary and fiscal policies, economic conditions, and bond market conditions and applies such knowledge in developing bond portfolio management recommendations for senior management (Treasurer & CEO) and in managing the Bank's bond portfolio. Buys bonds for the Bank's investment portfolio in accordance with senior management approved strategies and tactics. Performs pre-purchase due diligence prior to bond purchase. Achieves Community Reinvestment Act goals for investments. Monitors the performance of the Bank's bond portfolio in regard to yield, duration, liquidity, credit quality, value and other attributes. Performs quarterly stress tests of the bond portfolio value. Maintains working relationships with securities dealers and brokers. Provides investment portfolio management services to the Bank's Trust Department. Upon request, reviews trust accounts which hold individual equities and/or bonds and makes portfolio management recommendations. Provides investment related materials for, attends, and participates in monthly Trust Investment Committee meetings. Regularly updates the bond portfolio policies and procedures. Maintains a working knowledge of all laws and regulations affecting designated areas of responsibility. Keeps abreast of new and changing laws and regulations. As needed, participates in formulating and updating policies and procedures/job aids which incorporate regulatory requirements. Disseminates compliance-related information to employees. Assists division management with the development and implementation of a comprehensive compliance risk assessment. Ensures internal controls that mitigate compliance risk are established, maintained, and applied in practice. Completes assigned compliance training courses, BCG, and Bank regulating agencies' training affecting designated areas of responsibility and disseminates the information, as appropriate, with colleagues and employees. Participates in audits and examinations. Performs other job-related duties as required. Requirements: Requires a Bachelor's degree in Finance and Economics, or similar degree. An advanced degree such as an MA or MBA is desirable. Requires a minimum of five-years' experience managing bond portfolios. Proficient in current bond portfolio management strategies and tactics, as well as attributes of various bond structures. Proficient with Bloomberg, Excel, Morningstar and other IT applications related to profession. Excellent verbal communication skills. Team oriented. COMPLEXITY OF ANALYSIS: Interprets economic news and data in developing an evolving investment strategy. Applies verbal communication skills in interactions with senior management in recommending bond portfolio strategies and tactics. Applies informed judgement throughout the exercise of assigned duties Continually analyzes a broad range of bond investments (relative yield, duration, and liquidity) in developing strategy recommendations which comply with the Bank's policies and procedures. Is tactful in negotiating with brokers and dealers in the marketplace. Success of this position is dependent upon familiarity and successful engagement with market participants. OPERATING RESPONSIBILITIES: Responsible for managing the Bank's bond portfolio. Works closely with the Bank's funding manager in regard to overall Bank liquidity and sensitivity to interest rate risk. Supports the Bank's trust department. CONTACTS: Internal: Funds Manager, Investment Operations Manager, Treasurer, Trust Department Manager and trust officers, Compliance Manager and staff, and credit personnel. External: Securities dealers, bank customers, Bank regulators during annual safety & soundness examinations, internal auditors and external financial auditors. EOE Westamerica Bank's Privacy Policy may be found at: *********************************
    $75k-122k yearly est. 14d ago
  • Regional Portfolio Manager (Affordable) - Sacramento

    Conam Careers

    Portfolio manager job in Roseville, CA

    Regional Portfolio Manager (Affordable) - Sacramento, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Regional Portfolio Manager to support the Affordable Portfolio in the Sacramento, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $100,000 - $110,000 / Yr Requirements: Previous experience as a regional manager in residential multi family property management is required Experience with Affordable properties, Tax Credit, HUD, Lease Up is required State of CA Real Estate License is required. Experience with affordable housing/tax credit properties Experience in developing property budgets, as well as dealing with complex operational matters daily Must have a valid driver's license and proof of automobile insurance coverage Local travel required; occasional travel out of state on an as-needed basis Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: Medical, dental, vision insurance Pet insurance Life insurance and identity theft protection Paid sick and vacation time 401(k) plan with company match Flexible Spending Accounts (FSAs) Employee Assistance Program (EAP) Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click “APPLY”. Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $100k-110k yearly 17d ago
  • Regional Portfolio Manager (Affordable) - Sacramento

    The Conam Group 4.4company rating

    Portfolio manager job in Roseville, CA

    Regional Portfolio Manager (Affordable) - Sacramento, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Regional Portfolio Manager to support the Affordable Portfolio in the Sacramento, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $100,000 - $110,000 / Yr Requirements: * Previous experience as a regional manager in residential multi family property management is required * Experience with Affordable properties, Tax Credit, HUD, Lease Up is required * State of CA Real Estate License is required. * Experience with affordable housing/tax credit properties * Experience in developing property budgets, as well as dealing with complex operational matters daily * Must have a valid driver's license and proof of automobile insurance coverage * Local travel required; occasional travel out of state on an as-needed basis * Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: * Medical, dental, vision insurance * Pet insurance * Life insurance and identity theft protection * Paid sick and vacation time * 401(k) plan with company match * Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: * This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. * CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. * We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click "APPLY". Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $100k-110k yearly 18d ago
  • Senior Fiduciary Analyst & Portfolio Manager

    Robert Half 4.5company rating

    Portfolio manager job in Concord, CA

    This is a rare senior role overseeing a 500+ FBO trust account portfolio supporting employer-sponsored medical plans. You'll manage the book as a strategic risk portfolio, using advanced analytics to ensure reserve adequacy, plan solvency, and ERISA-aligned fiduciary governance. You'll partner closely with executive leadership to assess utilization risk, inform pricing strategy, and guide long-term financial decisions in a rapidly growing healthcare organization. Key Responsibilities + Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts + Perform monthly and quarterly reserve adequacy evaluations (30-90 day claims lag) + Identify surplus release and deficit strengthening recommendations + Prepare and reconcile client accounts by ID within NetSuite + Reconcile reserve balances, claims disbursements, and bank activity + Support Return of Reserve (ROR) calculations and documentation + Serve as fiduciary subject matter expert for internal and client committees + Execute FBO account replenishments and ACH payment processes + Track and process broker compensation and statements + Support financial, internal, and regulatory audits Requirements Required Qualifications + 7-10+ years of progressive experience in benefits finance, fiduciary trust management, or high-volume financial risk analysis. + Reconciliations is a MUST + Documented history of managing a portfolio of at least 200+ entities/accounts, ideally in the healthcare or self-funded benefits space. + Experience with (NetSuite preferred, Oracle, or Workday) etc. + Advanced Excel skills (pivot tables, VLOOKUPs, modeling) and proficiency in data analytics tools such as SQL, Python, or Tableau. + Familiarity with banking operations (ACH, lockbox, wires) Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .
    $104k-191k yearly est. 4d ago
  • VP/Portfolio Manager - Special Assets

    First Northern Bank of Dixon 4.0company rating

    Portfolio manager job in Sacramento, CA

    What You ll Do The VP/Portfolio Manager is responsible for the ongoing monitoring and risk assessment (i.e. financial analysis, collateral analysis, impairment analysis, risk assessment) of an assigned portfolio of credits that may include commercial Real Estate, Agribusiness, C&I Business Loans, Consumer Loans and Shared National Credits. In addition to directly managing an assigned portfolio, the Portfolio Manager will assist in the preparation of department reporting which will include, but is not limited to, loan asset quality reports, portfolio reviews and impairment analysis. Responsibilities Include Manage a portfolio (collect, analyze, spread, underwrite, review documentation, etc.) of assigned loans to minimize delinquency and charge-offs Manage a portfolio of Shared National Credits; provide ongoing monitoring as well as recommendations that align with Bank strategy Make recommendations to improve likelihood of repayment and minimize risk of loss to the Bank Monitor adherence to the terms of approved repayment agreements Assist in the disposal of repossessed assets in an efficient and timely manner Ensure the risk rating, accrual status and loan loss provisions of the assigned portfolio accurately reflect the risk of those assets; ensure that charge-offs are recommended on a timely basis Assist with bankruptcy and foreclosure processes as necessary Communicate and attend meetings with Senior Leadership and Loan Officers as required Provide quality and timely reporting, or responses to inquiries, as required Maintain current knowledge of all laws, regulations, and rulings concerning insolvency, bankruptcy, etc. Complete all mandatory training in a timely manner as instructed Comply with all applicable banking compliance rules and regulations established by both internal departments and external agencies What You ll Need to be Successful Accuracy and Thoroughness Strong attention to detail Analytical Skills Strong problem-solving and critical thinking skills Communication Strong verbal and written communication skills Innovation An original thinker who brings creativity to dealing with work problems and opportunities, meeting challenges with resourcefulness Judgment and Discretion Ability to exercise independent judgment in decision making Initiative Strive to continuously build knowledge and skills and share expertise with others Problem-solving Skills Ability to critically think and define problems, collect data, establish facts and draw conclusions Compliance consistently adhere to Bank policies and regulations, reinforce training to ensure that Bank employees are aware of UDAAP and do not harm consumers with any act that could be misleading, unfair, deceptive, or abusive in act or practice Qualifications High school diploma or GED required Minimum of 10 years experience in commercial banking/special assets with knowledge of both commercial and consumer lending, collection guidelines and compliance requirements required Bachelor s degree in finance, accounting or comparable field of study preferred Experience with Abrigo or similar LOS preferred Advanced skills utilizing Microsoft Excel with experience in Outlook, Word, Visio and PowerPoint preferred Why You Should Apply Full-time position with excellent compensation and benefits package Generous time off programs Bonus program Profit-sharing Discounted stock purchase program Excellent growth and development opportunities And much more! Pay Range (Salary): $150,000.00 - $160,000.00/year The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management. First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status. The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
    $150k-160k yearly 52d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Sacramento, CA

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management 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
    $69.9k-149k yearly 60d+ ago
  • Manager Consultant, Asset Management Systems SME - Oracle Job Details | Black & Veatch Family of Companies

    Black & Veatch 4.1company rating

    Portfolio manager job in Rancho Cordova, CA

    **Manager Consultant, Asset Management Systems SME - Oracle** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :** 111683 **Opportunity Type :** Staff **Relocation eligible :** No **Full time/Part time :** Full-Time **Project Only Hire :** Yes **Visa Sponsorship Available:** No **Why Black and Veatch** Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. **The Opportunity** Black & Veatch is seeking an exceptional professional to join our Infrastructure Advisory organization as a **Principal, Asset Management Systems Subject Matter Expert (SME) - Oracle** . Black & Veatch's Infrastructure Advisory organization provides strategic and digital transformation consulting services to the power, energy, gas, oil, and water sectors. We have an immediate need for a professional with Business Development capabilities and functional / technical industry expertise and experience with Enterprise Asset Management. As the **Principal, Asset Management Systems SME - Oracle** , you will contribute to identifying Enterprise Asset Management client opportunities and proposing of Black & Veatch services. You will function in a lead role in the delivery of Enterprise Asset Management projects and manage the client engagement while developing, documenting, and implementing new offerings and solutions. **The Team** **_Building a World of Difference_** ...it's more than just a tag line, it is _the passion_ that fuels Black & Veatch's global success. The world is changing at an unprecedented rate and that change increases the demand for innovation and efficiency to deliver solutions and services across the world's utility infrastructure. Join **Black & Veatch Infrastructure Advisory** and use your talent and expertise to impact the world. **Key Responsibilities** + Define and lead the architectural strategy for Oracle WACS implementations across enterprise environments. + Design scalable, secure, and high-performance Oracle WACS solutions aligned with business requirements. + Oversee system integrations with Oracle ERP, SCM, HCM, and third-party platforms. + Evaluate emerging technologies and recommend enhancements to Oracle WACS solution architecture. + Collaborate with stakeholders to translate functional needs into technical architecture and integration plans. + Use personal network to identify potential clients for Black & Veatch's Asset Management Systems offerings. + Lead business development efforts for Black & Veatch's Asset Management Systems offerings. + Ability to articulate the business case for the implementation of Black & Veatch's Asset Management Systems offerings. + Lead and manage Enterprise Asset Management and Supply Chain transformation projects for Gas & ElectricUtilities. + Manage project engagement issues. + Manage client expectations within defined scope of engagement. + Assist Black & Veatch in enhancing existing offerings. + Collaborate with Black & Veatch Teams to create new offerings. + Develop, present, and defend conclusions, recommendations, and implementation plans. + Recommend appropriate resources based on the phases of an engagement. + Delegate and manage work to assigned team members. + Transfer capabilities, and skills to improve others' knowledge and skill levels. + Enhance established working relationships with team members and management from within the client's organization. + Contribute to engagement quality reviews. + Establish best practices for configuration, customization, and data governance. + Guide development teams in implementing architectural standards and frameworks. + Ensure compliance with security, regulatory, and performance standards. **Management Responsibilities** Individual Contributor **Preferred Qualifications** + 8+ years of experience in Oracle Cloud applications, with 3+ years focused on Oracle WACS. + Proven experience in enterprise architecture and cloud solution design. + Expertise in Oracle Integration Cloud (OIC), REST APIs, and middleware technologies. + Strong understanding of asset management, work order systems, and cloud infrastructure. + Excellent leadership, communication, and stakeholder engagement skills. + Electric Generation/Transmission/Distribution, Gas Transmission/Distribution, Renewables. + Knowledge of the principles of Asset Management. + Experience providing advisory services in the functional areas of Asset Management, Work Management and Supply Chain. + Ability to communicate across organizational boundaries and organizational levels. + Oracle Cloud Architect Certification. + Experience with OCI, Kubernetes, and microservices architecture. + Knowledge of Oracle Visual Builder Studio and DevOps practices. + Background in utilities, manufacturing, or public sector implementations. **Minimum Qualifications** + Bachelor's Degree or relevant work experience + 7+ years experience in a business/consulting environment + All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Certifications** Certifications related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** + Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments. + Travel up to 50% **Salary Plan** CST: Consulting **Job Grade** 017 Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** orvia our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned. This job posting will remain open until a suitable candidate(s) has been identified. Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers and array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time and dependent sick time. A variety of additional benefits are available to our professionals, including a company matched 401k plan, adoption reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program. We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. **Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. In accordance with local law, the following Annualcompensation range is applicable for the job and location associated with this requisition: $119,100.00- $228,735.00 **Nearest Major Market:** Olathe **Nearest Secondary Market:** Kansas City **Job Segment:** Engineer, Engineering
    $119.1k-228.7k yearly 5d ago
  • Associate Asset Manager and Compliance Liaison

    Napa Valley Community Housing 3.6company rating

    Portfolio manager job in Napa, CA

    The Associate Asset Manager and Compliance Liaison will assist with the oversight of the portfolio to ensure long-term viability of the assets. This individual will also analyze property and partnership operations and maintain records and financials for each property's assets “portfolio”. Maintain close relationship with agent and assist with oversight and monitoring of portfolio compliance with state, federal, local agency requirements for Affordable programs. The Associate Asset Manager and Compliance Liaison will report to the CEO and work closely with other internal and external team members. Responsibilities Review the monthly property financial packages and clarify any discrepancies with the property management agent. Follow-up to ensure properties are meeting budget targets and benchmarks. Monitor property performance in comparison to budget, initial underwriting, and operation of similar properties. Establish long-term capital needs plans and preventative maintenance plans with Property Management agent and onsite teams Assist in the review/approval process of annual property operating budgets Assist/Monitor oversight of management's coordination of large capital expenditures. Partner with Finance and insurance broker to update insured values for the real estate portfolio and establish renewal process with input from CEO Work with onsite managers to ensure team is monitoring and reviewing warranties and performing annual property inspections Coordinate oversight and tracking of new and open insurance claims, lawsuits, and track outcomes for investor, lender, and executive leadership review Assist with the development of internal asset management systems including policy and procedure documentation, reporting, projections, and property performance evaluation tools By property basis, identify areas in which management and operations can improve and establish annual performance benchmarks for managing agents Based upon ongoing review of management reports, audits, and third party studies, identify potential problems and develop long-term strategies and work plans to address such issues. Monitor portfolio compliance with state, federal, local agency requirements for Affordable programs Identify and work through potential compliance issues, working with the agent and onsite property managers Gather and analyze data needed to assess long term health of property assets. Prepare and present staff reports, management updates and reports on assigned programs to the Board, committees, and the general public Work with management agent to trouble shoot unexpected asset management and compliance related challenges. Additional assignments as they are arise. Qualifications The ideal candidate will be an experienced property manager and/or compliance associate in affordable housing with a strong aptitude for analysis and projections. Bachelor's degree or 4+ years' equivalent experience Utilize a variety of analytical techniques and develop solutions, and evaluate alternatives Effectively present ideas and information orally, writing (presentations and reports) Knows when it is appropriate to consult with and advise management Pays close attention to detail Ability to work independently and cooperatively with others Ability to take initiative, assume responsibly and exercise good judgment and tact Ability to work well under pressure, meet deadlines and have strong organizational skills Ability to be discreet with confidential and sensitive issues and information Additional Information Based on experience the hourly rate for the position is $27.00 - $34.00 per hour All your information will be kept confidential according to EEO guidelines.
    $27-34 hourly 16h ago
  • Commercial Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Sacramento, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
    $100.5k-270.3k yearly 8d ago
  • Tax Manager: Strategy, Leadership & Client Impact

    Cliftonlarsonallen LLP 4.4company rating

    Portfolio manager job in Sacramento, CA

    A leading professional services firm in Sacramento is seeking a Tax Manager to support their tax practice. This role includes consulting with clients on tax planning, supervising tax engagements, and reviewing complex tax returns. Candidates should have a minimum of 6 years' experience and an active CPA certification. The firm emphasizes career growth and offers competitive compensation, with a salary range in California from $112,700 to $190,000 annually, along with comprehensive benefits. #J-18808-Ljbffr
    $112.7k-190k yearly 5d ago
  • Bond Portfolio Manager

    Westamerica Ban 3.6company rating

    Portfolio manager job in Fairfield, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Responsible for managing the Bank's bond portfolio, including development of investment strategy with senior management, purchasing bonds, and monitoring portfolio performance. Provides investment portfolio management services to the Bank's Trust Department. Reviews and interprets governmental monetary and fiscal policies, economic conditions, and bond market conditions and applies such knowledge in developing bond portfolio management recommendations for senior management (Treasurer & CEO) and in managing the Bank's bond portfolio. Buys bonds for the Bank's investment portfolio in accordance with senior management approved strategies and tactics. Performs pre-purchase due diligence prior to bond purchase. Achieves Community Reinvestment Act goals for investments. Monitors the performance of the Bank's bond portfolio in regard to yield, duration, liquidity, credit quality, value and other attributes. Performs quarterly stress tests of the bond portfolio value. Maintains working relationships with securities dealers and brokers. Provides investment portfolio management services to the Bank's Trust Department. Upon request, reviews trust accounts which hold individual equities and/or bonds and makes portfolio management recommendations. Provides investment related materials for, attends, and participates in monthly Trust Investment Committee meetings. Regularly updates the bond portfolio policies and procedures. Maintains a working knowledge of all laws and regulations affecting designated areas of responsibility. Keeps abreast of new and changing laws and regulations. As needed, participates in formulating and updating policies and procedures/job aids which incorporate regulatory requirements. Disseminates compliance-related information to employees. Assists division management with the development and implementation of a comprehensive compliance risk assessment. Ensures internal controls that mitigate compliance risk are established, maintained, and applied in practice. Completes assigned compliance training courses, BCG, and Bank regulating agencies' training affecting designated areas of responsibility and disseminates the information, as appropriate, with colleagues and employees. Participates in audits and examinations. Performs other job-related duties as required. Requirements Requires a Bachelor's degree in Finance and Economics, or similar degree. An advanced degree such as an MA or MBA is desirable. Requires a minimum of five-years' experience managing bond portfolios. Proficient in current bond portfolio management strategies and tactics, as well as attributes of various bond structures. Proficient with Bloomberg, Excel, Morningstar and other IT applications related to profession. Excellent verbal communication skills. Team oriented. COMPLEXITY OF ANALYSIS: Interprets economic news and data in developing an evolving investment strategy. Applies verbal communication skills in interactions with senior management in recommending bond portfolio strategies and tactics. Applies informed judgement throughout the exercise of assigned duties Continually analyzes a broad range of bond investments (relative yield, duration, and liquidity) in developing strategy recommendations which comply with the Bank's policies and procedures. Is tactful in negotiating with brokers and dealers in the marketplace. Success of this position is dependent upon familiarity and successful engagement with market participants. OPERATING RESPONSIBILITIES: Responsible for managing the Bank's bond portfolio. Works closely with the Bank's funding manager in regard to overall Bank liquidity and sensitivity to interest rate risk. Supports the Bank's trust department. CONTACTS: Internal: Funds Manager, Investment Operations Manager, Treasurer, Trust Department Manager and trust officers, Compliance Manager and staff, and credit personnel. External: Securities dealers, bank customers, Bank regulators during annual safety & soundness examinations, internal auditors and external financial auditors. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $90,000.00 - $100,000.00
    $90k-100k yearly 60d+ ago
  • Apartment Regional Portfolio Manager (Affordable) - Sacramento

    Conam Management Corporation 4.4company rating

    Portfolio manager job in Roseville, CA

    Job Description Regional Portfolio Manager (Affordable) - Sacramento, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Regional Portfolio Manager to support the Affordable Portfolio in the Sacramento, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $100,000 - $110,000 / Yr Requirements: Previous experience as a regional manager in residential multi family property management is required Experience with Affordable properties, Tax Credit, HUD, Lease Up is required State of CA Real Estate License is required. Experience with affordable housing/tax credit properties Experience in developing property budgets, as well as dealing with complex operational matters daily Must have a valid driver's license and proof of automobile insurance coverage Local travel required; occasional travel out of state on an as-needed basis Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: Medical, dental, vision insurance Pet insurance Life insurance and identity theft protection Paid sick and vacation time 401(k) plan with company match Flexible Spending Accounts (FSAs) Employee Assistance Program (EAP) Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click “APPLY”. Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $100k-110k yearly 18d ago
  • FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager

    EY 4.7company rating

    Portfolio manager job in Sacramento, CA

    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 ************************** .
    $90-120 hourly 39d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in West Sacramento, CA?

The average portfolio manager in West Sacramento, CA earns between $67,000 and $223,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in West Sacramento, CA

$122,000

What are the biggest employers of Portfolio Managers in West Sacramento, CA?

The biggest employers of Portfolio Managers in West Sacramento, CA are:
  1. UMB Bank
  2. California State Association of Counties
  3. Ernst & Young
  4. Zurich
  5. River City Bank
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