Portfolio manager jobs in Wilmington, DE

About Us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the world's largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a global presence, with our corporate headquarters located in Conshohocken, PA. Quaker Houghton is a global publicly traded company with a unique collaborative culture that supports career growth for its associates and offers competitive compensation and benefit programs. Job Summary Reporting directly to the VP, Investor Relations & Assistant Corporate Treasurer, the Investor Relations Manager will play a pivotal role in shaping and executing the Company's investor relations, financial communications, and treasury strategy. This individual will serve as a trusted advisor to senior leadership, driving proactive engagement with investors and analysts, and ensuring the Company effectively communicates its financial strategy, performance, and long-term value creation priorities to key stakeholders. Key Responsibilities Investor Relations * Prepare quarterly earnings materials, including press releases, earnings call scripts, Q&A documents, and investor presentations, ensuring clear and compelling messaging. * Partner with Finance, FP&A, and commercial teams to evaluate performance, and align financial messaging with strategy. * Drive the preparation of executive and Board of Directors updates on capital markets activities, shareholder engagement, and investor sentiment. * Partner with the Head of IR to coordinate, manage and engage institutional investors and sell-side analysts, fostering strong relationships and representing the Company's strategy, performance, and outlook. * Monitor and analyze sell-side research, analyst financial models, and peer company disclosures to provide actionable insights to leadership. * Develop and maintain competitive intelligence through peer benchmarking, industry trend analysis, and valuation studies to inform corporate strategy and messaging. * Ensure compliance with disclosure best practices and SEC/Reg. FD requirements. * Oversee planning and execution of key investor events, including Investor Day, non-deal roadshows, and industry conferences. Treasury & Global Risk Management * Support the development of capital allocation frameworks, financing strategies, and long-term financial planning models. * Prepare executive Board-level materials related to capital markets activity, capital structures, and financial strategy. * Monitor capital structure, and debt/equity markets to identify risks and opportunities. * Provide analytical and strategic support for debt and equity capital markets activities. * Contribute to broader treasury initiatives, including capital markets, insurance, risk management, and other related areas. Qualifications * Bachelor's degree required; MBA, CFA, or CPA strongly preferred. * 5 years of progressive experience in investor relations, equity research, corporate finance, or related fields. * Exceptional financial modeling, valuation, and analytical skills with a proven ability to synthesize complex data into strategic insights. * Outstanding written and verbal communication skills with experience developing materials for senior executives, Boards of Directors, and external stakeholders. * Strong interpersonal skills with demonstrated ability to engage credibly with institutional investors, analysts, and senior leadership. * Strategic thinker who operates effectively in fast-paced, dynamic environments. * Results-oriented with a high degree of accountability, professionalism, and integrity. * Travel requirement: What's In It for You * Competitive pay programs with excellent career growth trajectory * Paid time off for volunteerism * Dress for your day; how you dress is determined by what your day may bring * Opportunity to participate in comprehensive benefit options including Medical, Dental, Vision, Parental Leave, Holiday Pay, Paid Time Off, Tuition Reimbursement, and Savings Plan * Work for a global leader in the industrial process fluids industry Quaker Houghton provides equal employment opportunity for all qualified candidates. Quaker Houghton does not discriminate against any candidate for employment based on race, color, religion, sex, gender, gender identity or expression, affectional or sexual orientation, pregnancy, age, creed, ancestry, national origin, citizenship, marital or domestic partnership or civil union status, veteran's status, physical/mental disability, genetic information, or any other category protected by U.S federal, state, and/or local employment law. Furthermore, Quaker Houghton is committed to providing reasonable accommodations to qualified candidates with physical and/or mental disabilities.

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions that add value to the Customer. The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy are met. The job oversees the overall risk profile of a designated portfolio, identifying potential macro and micro risk issues (both positive and negative) early on. Depth & Scope: Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department Works on larger, complex deals, mainly focused on Middle Market and highly specialized lending May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives Acts as a consultant to business lines regarding credit issues, processes and procedures Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations May communicates credit decisions to Relationship Managers and Account Managers Manages and oversees workflow and adherence to policy for department Participates in organizational cost benefit analysis and implementation Manages activities by creating and maintaining quantifiable service level standards against business performance Ensures timeliness of information and efficiency in process and workflow Maintains confidentiality of credit and customer information at all times May lead a team of Credit Analysts within a region or market Education & Experience Bachelor's degree or work experience equivalent to a Bachelor's degree required 10+ years related experience required Strong understanding of commercial business development techniques and credit decisions Demonstrates credit and financial analysis skills Working knowledge of capital markets is a plus Refined negotiation skills Demonstrates communication skills, both verbal and written. Demonstrates PC skills Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients (new money business) * Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities * Prepares the following for presentation to Senior Loan Committee: * Credit Approval Request (CAR) * Modifications * Covenant Waivers/Amendments * Accurate and Timely Risk Rating * Assessment of Real Estate Sponsorship * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur * In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. * Ensures final loan documentation is consistent with credit approvals prior to closing. * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Finance, Accounting, or related field * Minimum of 5 years of credit analysis and underwriting experience * Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: * Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types * Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet and word processing applications, including the use of graphs and charts APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.

At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business. Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community! ABOUT YOUR ROLE Perform independent analysis for commercial loan requests for new and existing Commercial Lending relationships that are more of a complex nature; evaluate and make recommendation to approve, deny or offer alternative structuring solution. Monitor an existing Commercial Lending portfolio to ensure timely completion of renewals, annual reviews and modifications as well as timely and accurate risk rating of the portfolio. Prepare written analysis and succinctly summarize underlying risk and recommend risk rating. Identify and document any deviations from the Commercial Loan Policy as appropriate. Review analyses performed by Credit Analyst staff, and, if applicable, incorporate into overall risk assessment. Recommend and approve credit decisions within established authority in conjunction with Credit Officer if applicable. Ensure adherence to all applicable laws, regulations and company guidelines as detailed in the Bank's credit policy. Provide guidance to less seasoned Credit staff. WHAT YOU WILL DO 1. In partnership with the Commercial Relationship Managers and Regional Managers, ensure underwriting for all renewals, extensions, annual reviews and new requests in their assigned portfolio are completed accurately and timely, as applicable. 2. In partnership with the Commercial Relationship Managers and Regional Managers, establish and maintain relationships with current and prospective customers. Leverage customer knowledge to proactively identify and recommend opportunities to cross-sell additional loan and non-credit products to clients. 3. Monitor reports for the assigned portfolio, if applicable, including maturing loans, financial exceptions, annual reviews, post-closing and documentation exceptions, financial covenants, and past due loans. 4. Perform efficient and concise detailed analysis and quality underwriting of commercial loan proposals including complex loans, for new and existing customers. 5. Proactively and independently analyze and structure proposals and complete the underwriting and evaluation process. Identify loan structure alternatives and make recommendations on credit decisions. Be the final decision maker on credits within their individual lending authority. Ensure compliance with credit policy and underwriting requirements. 6. Demonstrate an understanding of the Bank's overall portfolio mix, concentration and exposure limits, risk philosophy, stress modeling, and other quantitative risk modeling factors that may impact credit decisions, 7. Utilizing automated and manual analytical tools and techniques, perform in-depth projective financial analysis, including "what-if" scenarios that test the reasonableness of the projections provided to the Bank or construct predictive performance when not provided. 8. Maintain the overall credit quality of the region's loan portfolio by pro-actively identifying the impact of current economic and market trends on the portfolio; take appropriate action to mitigate and control risks. Identify and document any deviation from the Commercial loan policy as appropriate. 9. Discuss and review covenants and overall assessment with reviewers and establish turnaround/delivery requirements. Participate in customer meeting to provide expert analytical counsel and credit perspective. 10. Conduct thorough annual review of current portfolio clients including review of financials, site visits, and assessment of general business information and other factors that would be indicators of risk. 11. Perform analysis of secondary sources of repayment such as collateral; assess the quality and source of collateral marketability in a liquidation scenario. 12. Perform analysis of a guarantor's financial position through a thorough investigation of personal financial statements to develop an understanding of any contingent liabilities and constructing an estimated personal net cash flow through the thorough investigation of personal tax returns and credit reporting documentation. 13. Prepare comprehensive written analysis for loan proposals including summary of financial statements, cash flow trends, management profiles, business and product cycles, operating performance and appropriate economic and market research. 14. Assign a credit risk rating. 15. Prepare in-depth loan package with detailed analysis and recommendations for presentation to reviewers and/or Management Credit Committee. Attend Management Credit Committee to provide input on overall assessment and answer questions regarding their credit analysis as necessary. May present credits to the Management Credit Committee. 16. Provide guidance to less seasoned Credit Portfolio Managers and credit analyst staff. 17. Ensure compliance of all required documentation and ensure loan terms and conditions adhere to established credit policy and approval. Ensure compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. 18. Provide approval authority for commercial loans as specified by Loan Policy.

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Client Portfolio Manager The BBH Investment Research Group (IRG) is the centralized investment team within BBH's Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies. As part of IRG's dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy (“CPMS”) team, which is responsible for communicating our best investment thinking to our client teams and our clients. This Client Portfolio Manager position is a newly created role, reporting directly to the Head of CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy. The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. The Client Portfolio Manager is responsible for representing for our multi-asset class investment portfolios with our clients and prospects. This role is responsible for working directly with existing and prospective clients to represent BBH's investment strategies and overall portfolio approach. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client. The scope of work with clients includes preparing and presenting portfolio proposals, portfolio reviews, providing updates on individual investment manager strategies as well as contributing to written content and responding to investment enquiries. The ideal candidate will have experience in discussing portfolios with clients across multiple asset classes. The role also involves capturing key portfolio insights, research projects and other ad-hoc analyses. A strong skill set in synthesizing research findings is important, as is investment writing and creative presentation content. Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform. While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applicants who are seeking to be located in Boston and Philadelphia, with periodic travel to other offices, as needed. Some of your key responsibilities include: Portfolio Management Support Serve as an IRG investment expert for BBH's taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients. Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance. Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis. Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information. Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team. Actively engage in IRG investment discussions and decision-making processes. Client Relationship Management Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests. Create timely client-specific materials, reports, and thought pieces to address client needs. Draft communications for relationship teams including, but not limited to: 1-pagers that summarize key data for each manager, top 10 investment holdings summaries, and Ad Hoc commentary (think: performance update, moved to watch list, personnel turnover, etc.). Participate as needed in the process to onboard new client relationships Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs. Asset Allocation, Market Analysis and Content Generation Assist with developing a process for CPMS to assist the Relationship Managers in ensuring that client portfolios are managed in accordance with the investment policy statement. Recommend rebalancing recommendations when markets move portfolios away from targets. Monitor and analyze portfolio exposure data for client policy portfolios. Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions. While we invest bottom-up, we worry top-down about risks that could impact the portfolio - assist in writing market commentary that inspires client confidence that we are monitoring all potential risks Stay informed of industry trends, investment manager updates, market and macroeconomic developments that may influence portfolio construction or Front Office/client communication. Qualifications: In addition to a strong work ethic, unquestioned integrity, a demonstrated record of professional success, and sound judgement, candidates should possess the following: BA or Equivalent, advanced degree and/or CFA/CAIA a plus 8+ years of relevant investment-related experience. Has a blend of both investment acumen and client experience to be a successful Client Portfolio Manager representing our business with our clients. Demonstrated interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers. Strong conceptual and critical thinking skills. Excellent interpersonal skills and the ability to build trusted relationships with clients and colleagues . Outstanding written and verbal communication skills. Demonstrated ability to work in a collaborative team environment Strong quantitative and qualitative analysis skills, including data analysis. Experience managing and/or mentoring colleagues. Knowledge of BBH products, practices and investment philosophy, a plus Experience with Microsoft Office Products, particularly PowerPoint and Excel, required We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

As a Product Portfolio Manager in Small Business Card, Branded Chase Card Services, you are the leader of the team managing project delivery for the Small Business Card area products. You create solutions and efficiencies that enable successful implementations and communications in an expedient and organized way working with product leaders across Chase. Job responsibilities Leads a team of high-performing program managers to drive consistent management of critical programs with quality that results in early risk and issue identification/mitigation and enables communication and transparency with stakeholders. Coordinate with Product Owner/Area Product Owners on product roadmap planning, optimize prioritization and bring transparency to health of initiatives - owns coordination of the overall Small Business Card Roadmap. Leads end-to-end product delivery lifecycle and processes including intake, dependency management, while escalating opportunities to improve efficiencies and functional coordination Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized Governs product standards, hygiene and controls Required qualifications, capabilities, and skills Exceptional executive communication skills - ability to connect and synthesize impacts across multiple complex programs and deliver clear messages with leadership on status, timing and risks to delivery Proven track record as a people manager Proven project and / or portfolio management, experience designing and improving executive project reporting 5+ years of experience or equivalent expertise in program/project management, product delivery or a relevant domain area Strong and proven executive stakeholder management skills Demonstrated ability to execute operational management and change readiness activities Strong understanding of delivery of customer experiences and a proven track record of implementing continuous improvement processes Experience in product or platform-wide release management, in addition to deployment processes and strategies Preferred qualifications, capabilities, and skills MBA Proficient knowledge of the product development life cycle, design, and data analytics To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

*Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.). *Role:* Underwrite and manage cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage ("F&B") platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$100.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc. *Underwriting:* Lead or support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, credit memorandum preparation, legal documentation and loan closing. Focus areas often include commodity/labor/freight management, customer and supplier terms, capital intensity and utilization, product/channel/customer/supplier stratification, food safety, etc. *Portfolio Monitoring:* Manage a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and risk ratings. Perform monthly/quarterly and annual reviews covering financial performance, risk ratings, capacity to repay, covenants, etc. Evaluate credit requests to assess creditworthiness, prepare the corresponding approval memorandums, and document waivers/consents/amendments, as applicable. Focus areas often include same-store sales, input costs, consumer demand, tariffs, inflation, etc. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree in Finance, Business, or related field * Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-JO1 \#GD-JO \#CA-JO

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions that add value to the Customer. The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy are met. The job oversees the overall risk profile of a designated portfolio, identifying potential macro and micro risk issues (both positive and negative) early on. Depth & Scope: * Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department * Works on larger, complex deals, mainly focused on Middle Market and highly specialized lending * May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives * Acts as a consultant to business lines regarding credit issues, processes and procedures * Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines * Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners * Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies * Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations * May communicates credit decisions to Relationship Managers and Account Managers * Manages and oversees workflow and adherence to policy for department * Participates in organizational cost benefit analysis and implementation * Manages activities by creating and maintaining quantifiable service level standards against business performance * Ensures timeliness of information and efficiency in process and workflow * Maintains confidentiality of credit and customer information at all times * May lead a team of Credit Analysts within a region or market Education & Experience * Bachelor's degree or work experience equivalent to a Bachelor's degree required * 10+ years related experience required * Strong understanding of commercial business development techniques and credit decisions * Demonstrates credit and financial analysis skills * Working knowledge of capital markets is a plus * Refined negotiation skills * Demonstrates communication skills, both verbal and written. * Demonstrates PC skills Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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

Code509.com, is an Online retailer of Made in Haiti Produtcs. Our mission is to be the gateway for Haitian creativity, productivity, and innovation. Job Description Investor Relations manager is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders. The position requires excellent communication and interpersonal skills. It also requires the ability to carefully manage relationships outside the company in the equity research and investor community. The main responsibilities for the head of IR position are: Develop investor confidence and belief in the company's vision and strategy for delivering shareholder value Develop a robust investor relations strategy and framework Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties Manage equity research and investor relationships Responsible for overseeing and managing quarterly earnings and conference calls Work with legal counsel to ensure compliance on regulatory matters Qualifications A Bachelor's degree in business, finance, or accounting Understanding of Reluation and laws regarding securities disclosure requirements, as well as filing requirements in Haiti, United States and Canada Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors An understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends A professional who is also entrepreneurial, and has a client-minded focus Must be able to perform in a high-pressure environment, and be able to meet tight deadlines Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring investors Additional Information All your information will be kept confidential according to EEO guidelines.

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

JobID: 210651845 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $122,550.00-$201,000.00 Job Description As a Product Portfolio Manager in Small Business Card, Branded Chase Card Services, you are the leader of the team managing project delivery for the Small Business Card area products. You create solutions and efficiencies that enable successful implementations and communications in an expedient and organized way working with product leaders across Chase. Job responsibilities * Leads a team of high-performing program managers to drive consistent management of critical programs with quality that results in early risk and issue identification/mitigation and enables communication and transparency with stakeholders. * Coordinate with Product Owner/Area Product Owners on product roadmap planning, optimize prioritization and bring transparency to health of initiatives - owns coordination of the overall Small Business Card Roadmap. * Leads end-to-end product delivery lifecycle and processes including intake, dependency management, while escalating opportunities to improve efficiencies and functional coordination * Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners * Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized * Governs product standards, hygiene and controls Required qualifications, capabilities, and skills * Exceptional executive communication skills - ability to connect and synthesize impacts across multiple complex programs and deliver clear messages with leadership on status, timing and risks to delivery * Proven track record as a people manager * Proven project and / or portfolio management, experience designing and improving executive project reporting * 5+ years of experience or equivalent expertise in program/project management, product delivery or a relevant domain area * Strong and proven executive stakeholder management skills * Demonstrated ability to execute operational management and change readiness activities * Strong understanding of delivery of customer experiences and a proven track record of implementing continuous improvement processes * Experience in product or platform-wide release management, in addition to deployment processes and strategies Preferred qualifications, capabilities, and skills * MBA * Proficient knowledge of the product development life cycle, design, and data analytics To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

at CMI Media Group The Senior Analyst in Video Investment plays a pivotal role as a marketing partner within CMI Media Group. They're a valued team member, driving CMI Media Group's products and providing thought leadership in the video space. Their expertise spans various media platforms, including linear, broadcast, streaming, and digital media. The Senior Analyst is well-versed in media research and systems, adept at multitasking, and skilled in negotiating media partnerships. They leverage strong analytical and technical knowledge to identify growth opportunities for clients. Additionally, they contribute to strategic video planning and execution, covering Advanced TV, OTT/CTV, OLV/Digital Video. Familiarity with digital partners such as Disney, Hulu, Amazon, Roku and TV OEMs are essential. The Sr. Analyst should also have familiarity with programmatic offerings and dashboard experience. This role thrives in a fast-paced, ever-evolving ecosystem and has a keen interest in the Pharma and Health Sciences landscape and marketplace. Primary Responsibilities: Help support the development of holistic Video media strategies and analysis (e.g., audience and media partner selection, custom data, DSP (Demand Side Platform) and PMP (Private Market Place) recommendations, timing/scheduling strategy, creative recommendations, etc.) across all Video media including OTT/CTV, OLV/Digital Video, Advanced TV, Programmatic, Linear TV and more Collaborate and coordinate with Video Leads to build and develop comprehensive recommendations designed to deliver on client KPIs and drive performance, leveraging a sophisticated use of data and analytics, via multi-faceted, cross-channel strategic partnerships, while delivering maximum strategic value and efficiency Work closely with Media planning, Analytics and other internal teams in analyzing and overseeing Programmatic Video campaigns Implement and execute media plans across various digital video channels, ensuring accurate targeting, budget allocation, and timely delivery of campaigns Build expertise in leading Programmatic ad platforms such as The Trade Desk and Pulsepoint, and share that knowledge with internal teams and customers Ensure all Video campaigns are meeting or exceeding campaign delivery, reach, and performance goals by ongoing campaign stewardship and optimization across multiple accounts and brands In partnership with team lead, monitor campaign performance, and own client reporting for assigned tactics in coordination with the analytics team Tackle problems by using a logical, systematic, sequential approach. Makes difficult decisions in a timely manner. Capable of identifying common problems or hurdles within the Video environment and delivering thoughtful, creative resolutions backed by analytics. Keep up to date with industry trends, emerging technologies, and best practices in digital video, and proactively share insights and recommendations with the teams to enhance campaign effectiveness and innovation Accountable for video plan output timeliness, accuracy, and executional excellence Implement successful Programmatic Video plans using DSPs such as Trade Desk, PulsePoint, AdMission, and others Stay abreast of new tools, ad formats, trends and best practices in Video and Programmatic through research and/or industry events and conferences Support aggregate negotiations across appropriate channels Assist Thought Leadership efforts by authoring and reviewing Video related POVs, Case Studies, and insights based on industry updates, trends, and finding Requirements: 3+ years relevant experience including 2+ years Digital media required Expertise in the Video publisher, platform, and audience supplier ecosystem Advanced TV, Digital Video, and Connected TV media buying experience required with proven solid technical and negotiating skills Solid knowledge of National Linear broadcast media experience and Programmatic buying platforms such as the Trade Desk, Google DV360, or others Trade Desk, DV360, or other DSP certification a plus Strong digital acumen and project management skills Familiarity with programmatic offerings and dashboard experience Detailed awareness of client business issues, industry trends, consumer trends, promotional resources, market status, and competition Healthcare/Pharmaceutical background a plus Bachelor's degree or equivalent, preferably in marketing, business or any quantitative or analytical related fields is a plus The base salary for this position at the time of this posting may range from $50k to $90k. Individual compensation varies based on job related factors, including business needs, experience, level of responsibility and qualifications. We offer a competitive benefits package, please visit ************************************************************** for more details.

Job Description About Us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the world's largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a global presence, with our corporate headquarters located in Conshohocken, PA. Quaker Houghton is a global publicly traded company with a unique collaborative culture that supports career growth for its associates and offers competitive compensation and benefit programs. Job Summary Reporting directly to the VP, Investor Relations & Assistant Corporate Treasurer, the Investor Relations Manager will play a pivotal role in shaping and executing the Company's investor relations, financial communications, and treasury strategy. This individual will serve as a trusted advisor to senior leadership, driving proactive engagement with investors and analysts, and ensuring the Company effectively communicates its financial strategy, performance, and long-term value creation priorities to key stakeholders. Key Responsibilities Investor Relations Prepare quarterly earnings materials, including press releases, earnings call scripts, Q&A documents, and investor presentations, ensuring clear and compelling messaging. Partner with Finance, FP&A, and commercial teams to evaluate performance, and align financial messaging with strategy. Drive the preparation of executive and Board of Directors updates on capital markets activities, shareholder engagement, and investor sentiment. Partner with the Head of IR to coordinate, manage and engage institutional investors and sell-side analysts, fostering strong relationships and representing the Company's strategy, performance, and outlook. Monitor and analyze sell-side research, analyst financial models, and peer company disclosures to provide actionable insights to leadership. Develop and maintain competitive intelligence through peer benchmarking, industry trend analysis, and valuation studies to inform corporate strategy and messaging. Ensure compliance with disclosure best practices and SEC/Reg. FD requirements. Oversee planning and execution of key investor events, including Investor Day, non-deal roadshows, and industry conferences. Treasury & Global Risk Management Support the development of capital allocation frameworks, financing strategies, and long-term financial planning models. Prepare executive Board-level materials related to capital markets activity, capital structures, and financial strategy. Monitor capital structure, and debt/equity markets to identify risks and opportunities. Provide analytical and strategic support for debt and equity capital markets activities. Contribute to broader treasury initiatives, including capital markets, insurance, risk management, and other related areas. Qualifications Bachelor's degree required; MBA, CFA, or CPA strongly preferred. 5 years of progressive experience in investor relations, equity research, corporate finance, or related fields. Exceptional financial modeling, valuation, and analytical skills with a proven ability to synthesize complex data into strategic insights. Outstanding written and verbal communication skills with experience developing materials for senior executives, Boards of Directors, and external stakeholders. Strong interpersonal skills with demonstrated ability to engage credibly with institutional investors, analysts, and senior leadership. Strategic thinker who operates effectively in fast-paced, dynamic environments. Results-oriented with a high degree of accountability, professionalism, and integrity. Travel requirement: What's In It for You Competitive pay programs with excellent career growth trajectory Paid time off for volunteerism Dress for your day; how you dress is determined by what your day may bring Opportunity to participate in comprehensive benefit options including Medical, Dental, Vision, Parental Leave, Holiday Pay, Paid Time Off, Tuition Reimbursement, and Savings Plan Work for a global leader in the industrial process fluids industry Quaker Houghton provides equal employment opportunity for all qualified candidates. Quaker Houghton does not discriminate against any candidate for employment based on race, color, religion, sex, gender, gender identity or expression, affectional or sexual orientation, pregnancy, age, creed, ancestry, national origin, citizenship, marital or domestic partnership or civil union status, veteran's status, physical/mental disability, genetic information, or any other category protected by U.S federal, state, and/or local employment law. Furthermore, Quaker Houghton is committed to providing reasonable accommodations to qualified candidates with physical and/or mental disabilities.

Department: Credit The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients * Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities * Prepares the following for presentation to Senior Loan Committee by the relationship managers: * Credit Approval Requests (CAR) * Modifications * Covenant Waivers / Amendments * Periodic Reviews * Manages / monitors assigned portfolio for: * Borrower Credit Trend * Accurate and Timely Risk Rating * Required Financial Reporting * Covenant Compliance * Borrowing Base Availability * Payment Delinquencies * Overdrafts * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur * Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents * Prepares periodic financial reviews where required * Ensures the timely spreading of interim and annual financial statements provided by clients * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Accounting, Finance, or related field; MBA preferred * Minimum 5 years of credit analysis and underwriting experience * Completion of bank commercial credit training program Essential Skills and Abilities: * Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process * Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections * Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions that add value to the Customer. The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy are met. The job oversees the overall risk profile of a designated portfolio, identifying potential macro and micro risk issues (both positive and negative) early on. Depth & Scope: * Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department * Works on larger, complex deals, mainly focused on Middle Market and highly specialized lending * May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives * Acts as a consultant to business lines regarding credit issues, processes and procedures * Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines * Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners * Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies * Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations * May communicates credit decisions to Relationship Managers and Account Managers * Manages and oversees workflow and adherence to policy for department * Participates in organizational cost benefit analysis and implementation * Manages activities by creating and maintaining quantifiable service level standards against business performance * Ensures timeliness of information and efficiency in process and workflow * Maintains confidentiality of credit and customer information at all times * May lead a team of Credit Analysts within a region or market Education & Experience * Bachelor's degree or work experience equivalent to a Bachelor's degree required * 10+ years related experience required * Strong understanding of commercial business development techniques and credit decisions * Demonstrates credit and financial analysis skills * Working knowledge of capital markets is a plus * Refined negotiation skills * Demonstrates communication skills, both verbal and written. * Demonstrates PC skills Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Investor Relations manager is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders. The position requires excellent communication and interpersonal skills. It also requires the ability to carefully manage relationships outside the company in the equity research and investor community. The main responsibilities for the head of IR position are: Develop investor confidence and belief in the company's vision and strategy for delivering shareholder value Develop a robust investor relations strategy and framework Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties Manage equity research and investor relationships Responsible for overseeing and managing quarterly earnings and conference calls Work with legal counsel to ensure compliance on regulatory matters Qualifications A Bachelor's degree in business, finance, or accounting Understanding of Reluation and laws regarding securities disclosure requirements, as well as filing requirements in Haiti, United States and Canada Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors An understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends A professional who is also entrepreneurial, and has a client-minded focus Must be able to perform in a high-pressure environment, and be able to meet tight deadlines Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring investors Additional Information All your information will be kept confidential according to EEO guidelines.

This newly developed role will contribute to the build out of Venerable's new asset-liability management capabilities by leveraging extensive financial modeling experience. The incumbent will take part in building our investment risk and ALM infrastructure and accompanying models and also provide support to key processes for measuring, monitoring, and reporting investment and ALM risk.Primary responsibilities will be as follows: Build and support strategic asset allocation, liquidity analysis, risk simulation, stress tests, cashflow projections, performance attribution, and other projects Build models to measure and aggregate asset and liability risks across stochastic paths. Create risk measures and attribution for ALM and liquidity risk across time horizons and risk distributions. Understand and implement modeling techniques that allow Venerable to assess tradeoffs between hedging, investing, and accepting tail risk. Manipulate large datasets for reporting, change attribution, and modeling. Perform model sensitivity analysis to understand key drivers. Use quantitative methods to measure risk (e.g., value at risk, optimization, monte carlo simulation, principal components analysis, and regressions) Write, edit, and debug Python, R, and VBA code; support transition from R and VBA code to Python Prepare investment risk and ALM presentation materials Communicate and present work to internal stakeholders Work with other groups in organization (investment management, enterprise risk, data governance, hedging) to complete necessary tasks Document code and processes Support monthly and quarterly reporting Key Required Qualifications: Bachelor's degree in Finance, Economics, Mathematics, Actuarial Science, Computer Science, Engineering or equivalent quantitative field Advanced knowledge of financial mathematics with solid understanding of derivatives Minimum of 10 years of fixed income and derivatives pricing, risk, or modeling experience Minimum of 5 years of Python or similar programming experience Minimum of 5 years of multi-period stochastic modeling Experience with economic capital Strong Excel spreadsheet skills Excellent analytical and problem-solving skills Strong oral and written communication skills Highly collaborative, intellectually curious, and excited to learn Ability to manage competing priorities and deadlines Experience with Variable Annuity hedging or ALM is strongly preferred Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate. #LI-DP1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community.

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