Portfolio manager jobs in Wilmington, NC

Insight Global is seeking a Transaction Monitoring Manager to work for a client in the Charlotte area. Day to day responsibilities will include: Lead a team of 10-15 Compliance Analysts focused on transaction monitoring, AML/fraud investigations, and enhanced due diligence (EDD). Ensure team performance meets quality and productivity goals, including oversight of vendor partners. Support a customer-first culture by aligning team goals with service excellence. Identify and solve broader operational issues by working with cross-functional teams. Communicate clearly to drive team performance and manage change effectively. Promote a strong compliance culture and act as a subject matter expert in AML. Collaborate with Financial Crimes and Compliance teams to execute Coinbase's AML program. Must Haves: Bachelor's degree or 5+ years of experience in Compliance. 2-3+ years of supervisory experience. Solid understanding of financial regulations (BSA, OFAC, FinCEN). Comfortable working with multiple systems and in fast-changing environments. Positive outlook on crypto and Web3. Plusses: Compliance certifications (e.g., ACAMS). Experience with Google Suite. Project management or Agile/Scrum/Lean Six Sigma background. Familiarity with Coinbase products.

LMK Recruiting is seeking an experienced Branch Manager for a large, growing pest control company. The Branch Manager will be directly responsible for all operations for their respective branch. The position is designed to grow, coach, and lead all members of the service department, while increasing revenue and customer satisfaction year-over-year. The Branch Manager reports directly to the District Manager and works with him/her to ensure that their respective branch is achieving the highest service standard in the industry. Some responsibilities include: Deliver high-quality service that meets company standards and exceeds customer expectations. Develop and mentor the Assistant Branch Manager for independent branch leadership. Train and work alongside technicians to enhance service, pest control skills, and performance. Oversee required inspections, including truck, in-field training, and integrity checks. Conduct follow-ups, quality control visits, and resolve escalated customer issues. Lead engaging and motivating service team training meetings. Ensure timely recurring services through accurate staffing reports, efficient routing, and hands-on support when needed. Maintain compliance with legal and regulatory HR requirements. Foster a purpose-driven, engaged branch culture. Required Skills/Abilities: Certified Commercial Applicator License (or ability to test for) preferred, but not required Proven operations experience in a high growth environment Ability to communicate, present and influence all levels of the organization, including executive and C-level Excellent listening, negotiation, and presentation skills Excellent verbal and written communications skills Why Consider Us? Initial salary range between $57,000-$67,000 plus performance bonus (based upon experience) Additional bonus paid to candidates who have a Commercial Pesticide License Health, vision, and dental insurance Annual reviews and merit-based raises Generous paid vacation, holiday, and special day off opportunities (you get a paid day off for your birthday!) Annual Leadership and Professional Development Seminars Relocation assistance when applicable Core Values: Play Like a Champion: We choose resilience, positivity, and determination, even when it's hard. We find enjoyment and purpose in what we do to rise above, stay agile, and pursue excellence in every situation. Unwavering Character: We choose to do the right thing, regardless of the consequences. We always show up wholeheartedly, embracing vulnerability and inspiring others by being a good person. Commit to Better: We wake up every day with the relentless desire to become better. We face adversity head-on and inspire others to relate to challenges as opportunities for growth. Wholehearted Connection: We root for one another in success and failure. We build a community where everyone feels seen, supported, and valued. We meet people where they are and believe building bridges is better than burning them. Belief is Contagious: We rise up by inspiring hope, giving people the freedom to explore the journey of growth, and rewarding those with the courage to act on their infinite potential Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Prolonged periods of working outdoors in all weather conditions May be required to lift up to 50 pounds

Pinarello US is seeking a Finance Manager to lead budgeting, cash flow management, financial analysis, reporting, audits and tax compliance. This role ensures accurate financial operations, adherence to regulatory standards, and delivers insights that support strategic decision-making. The Financial Manager reports to the US Managing Director with a dotted line to the CFO in Italy. Will oversee two employees in Finance/Accounting department. Key Responsibilities Primary liaison with headquarter Finance team sitting in Italy Develop and manage annual budgets; monitor performance and partner with departments on variance analysis Prepare cash flow forecasts and monitor cash position Produce financial reports for internal leadership and external stakeholders Assist in month-end and year-end financial statement preparation Support product costing, pricing strategies, and margin analysis Reconcile fixed assets, depreciation, and amortization Reconcile prepaid expenses and accrued liabilities (e.g., insurance, warranties, sponsorships) Coordinate with external CPA to ensure timely and accurate tax filings and payments Oversee annual financial audits Oversight of insurance policies through the global group Provide backup support for credit, accounts receivable, accounts payable, and payroll functions Requirements Bachelor's degree in Accounting or Finance 5+ years of accounting experience Experience in wholesale import within the consumer goods sector preferred Proficiency in Microsoft Power BI and Excel Experience in ERP systems required and SQL knowledge preferred Interest or familiarity with cycling is a plus Benefits 100% employer-paid health, vision, and dental coverage 401(k) match Flexible paid time off and paid holidays Use of Pinarello bike during employment The compensation range for this position is between $85,000 - $115,000.

We're looking for a motivated and experienced Commercial Branch Manager to lead our Western Territory branch (branch is in greater Winston Salem, NC). In this role, you'll oversee all aspects of sales, operations, and service delivery, ensuring every customer receives the highest level of care while driving growth and profitability. POSITION OVERVIEW The Commercial Branch Manager is responsible for achieving all branch sales and revenue goals, managing day-to-day operations, and leading a team of sales and service professionals dedicated to our commercial customer base. You also be responsible for ensuring compliance with company policies, safety standards, and quality service expectations. This position carries full profit and loss (P&L) responsibility for the branch. This is a dynamic leadership opportunity for someone who enjoys combining strategic thinking with hands-on leadership. You'll spend time both in the office and out in the field supporting your team, meeting customers, and ensuring our commercial clients receive the outstanding service they deserve. ESSENTIAL DUTIES AND RESPONSIBILITIES Leadership & Performance Management Lead, coach, and develop a high-performing team focused on commercial accounts. Set clear expectations and monitor daily sales and service performance to meet growth and budget objectives. Conduct weekly team meetings and one-on-one coaching sessions to strengthen performance and accountability. Evaluate employee performance, provide feedback, and support ongoing professional development. Oversee staffing, scheduling, and resource allocation to ensure operational efficiency. Sales & Customer Growth Drive commercial sales growth by implementing and reinforcing company sales practices. Partner with sales professionals to identify new business opportunities, expand existing relationships, and improve retention. Conduct joint field visits to support team members and strengthen customer engagement. Ensure all sales and activity goals are achieved or exceeded. Operations & Service Excellence Maintain the highest standards of service quality and customer satisfaction across all commercial accounts. Optimize routes, resource use, and service schedules for maximum efficiency and profitability. Ensure compliance with safety, regulatory, and company policies. Analyze performance reports to identify trends, forecast needs, and implement improvement strategies. Collaborate with regional leadership to develop growth strategies and operational plans. Training & Compliance Conduct regular training on sales, service, and safety in accordance with company policies and applicable laws. Maintain up-to-date licensing and certifications, ensuring team compliance with all regulatory requirements. Promote a strong culture of safety, integrity, and continuous improvement. SKILLS AND EXPERIENCE REQUIRED Proven leadership experience in commercial pest management. Strong communication, motivation, and people-development skills. Demonstrated ability to meet or exceed sales and operational goals. Experience managing budgets and full branch P&L preferred. Excellent organizational and problem-solving skills. Ability to analyze performance data and make informed business decisions. Must hold a NC Structural Pest Control license in P Phase or have the ability to become licensed in NC within 12 months. Proficiency with Microsoft software (excel, word, PPT) and familiar with handheld technologies. What we offer: Rewarding pay Growth opportunities Stable and growing industry Health, dental, vision, life, & supplemental insurance Paid time off 401(k) Retirement plan with employer matching Company vehicle and gas card

Branch Manager - Scaffold Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job site with the proper equipment. Not only do we offer a vast fleet that ranks among the best in the industry, we pair it all with a friendly and knowledgeable staff. Our employees are our greatest asset, and although we present a comprehensive equipment offering, our expertise and service are what truly distinguish us from the competition. We pride ourselves on investing in our workforce and offer competitive benefits, as well as extensive on-the-job training for all eligible employees. As a highly successful national company, we are constantly looking for talented individuals to support our growth. If you are interested in pursuing a rewarding career, we invite you to review our opportunities! Job Description Summary Are you seeking an entrepreneurial, empowering workplace that allows you to: • Have overall responsibility for the performance of a multi-million dollar revenue business • Leverage your current leadership skills to build a success driven team • Build a successful career with a multi-unit or sales leadership career track This position is eligible for relocation assistance and/or a signing bonus. Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager. The Sunbelt Rentals Branch Manager is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions. Education or experience that prepares you for success: • Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience • Must have a valid driver's license and acceptable driving record history Knowledge/Skills/Abilities you may rely on • Strong leadership and communication skills • Understanding of P&L and other key financial controls • Experience in outside sales or other experience in negotiation and influencing • Experience in construction or industrial markets helpful • High level of accountability, time management and willingness to learn all aspects of the business Range - $65,000-$90,000 plus profit share potential and company vehicle

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Job Title: Client Portfolio Manager - CLOs, Loans, High Yield Corporate Title: Associate Director Department: Global Client Group Location: Charlotte, NC Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations (“CLOs”) and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies. Primary Responsibilities Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.) Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs Develop a close partnership with investment teams to deepen knowledge and expertise. This will include: Attending investment team meetings Responding in a timely manner to client and prospect requests Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events Stay abreast of market developments and competitor intelligence Qualifications University degree 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus Excellent verbal and written communication skills An analytical approach and problem-solving mindset Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment Ability to meet all deadlines with a strong attention to detail Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations Experience using tools such as MS Copilot to add efficiency to existing processes is a plus Willingness to pursue CFA designation and FINRA licenses (as needed) is desired #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program

The Associate Portfolio Manager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate Portfolio Manager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate Portfolio Manager will work with other departments within the Bank including Credit Administration/Underwriting, Legal, Participation Operations, and Senior/Executive Management. The role will involve working with the AgFirst District member association banks (16) to assist in their loan origination and purchases of loans offered by the AgFirst Capital Markets team. The position will entail, among other responsibilities, presenting credit actions to the Loan Committee, approving credit actions under Delegated Authority, and executing loan documents as an Officer of the bank. What you'll do Actively work with AgFirst's member Associations and sourcing partners to manage the purchased participation portfolio Work with the credit department to assist with the loan underwriting Manage ongoing credit actions for a portfolio of loan participations Work in collaboration with member Associations, credit departments, borrowers, attorneys, and loan servicing Mentor other team members Assist the Head of Capital Markets and management with special projects What you'll need A 4-year degree with an emphasis in finance/business/accounting or agriculture. Completion of a master's degree in finance (MBA), preferred 4 years of commercial lending experience with middle market companies, with experience with multi-lender transactions Strong origination, structuring, and credit underwriting experience Extensive experience in credit roles including as a credit underwriter/analyst for commercial loans to small to large size companies Extensive experience with ongoing management administration of a portfolio of participation loans Knowledge about the loan syndications market Understands trends impacting the loan syndication business Sector experience in Agriculture preferred Ability to effectively work across an organization with various stakeholders Understands GAAP accounting and cash flow analysis

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Job Title: Client Portfolio Manager - CLOs, Loans, High Yield Corporate Title: Associate Director Department: Global Client Group Location: Charlotte, NC Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations ("CLOs") and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies. Primary Responsibilities * Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.) * Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects * Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives * Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs * Develop a close partnership with investment teams to deepen knowledge and expertise. This will include: * Attending investment team meetings * Responding in a timely manner to client and prospect requests * Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events * Stay abreast of market developments and competitor intelligence Qualifications * University degree * 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role * A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus * Excellent verbal and written communication skills * An analytical approach and problem-solving mindset * Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment * Ability to meet all deadlines with a strong attention to detail * Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations * Experience using tools such as MS Copilot to add efficiency to existing processes is a plus * Willingness to pursue CFA designation and FINRA licenses (as needed) is desired #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS * Medical (including Virtual Care), Prescription, Dental, and Vision Coverage * Fitness Center Reimbursement Program (Including Online Memberships) * Employee Assistance Program (EAP) * Fertility Benefits FINANCIAL WELL-BEING * Highly competitive 401(k) Plan with Company Match * Health Savings Account (HSA) with Company Contributions * Flexible Spending Accounts (FSA) - Health Care & Dependent Care * Retirement Health Reimbursement Account LIFE INSURANCE * Basic and Supplemental Life Insurance * Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE * Paid Vacation, Sick Days and Annual Holidays * Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) * Short and Long Term Disability Plans * Paid Volunteer Time OTHER BENEFITS * Education Assistance Program * Charitable Matching Gifts Program * Commuter Reimbursement Program * Adoption and Surrogacy Reimbursement Program

Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Sopra Steria is a European leader in consulting, digital services, and software development, supporting its clients in their digital transformation through innovative and collaborative solutions. With 50,000 employees in nearly 30 countries and a revenue of €5.1 billion in 2022, we are committed to achieving sustainable results and placing people at the heart of technology. The world is how we shape it. For more information, visit us at ******************** Are you ready to take on the challenge with us? Join Sopra Steria Aeroline and become part of a forward-thinking team shaping the future of aerospace through digital innovation. If you are passionate about managing business accounts, aerospace technologies, and want to make a meaningful impact, we want to meet you! Apply now to embark on an exciting career with us. Job Description We are looking for a Risk & Portfolio Manager to lead the governance and execution of digital transformation initiatives across our clients' IT environments. This role is responsible for managing the digital project portfolio, overseeing risk registers, and ensuring visibility into roadmap priorities and resource capacity. Key Responsibilities Lead the digital portfolio lifecycle from ideation to delivery. Manage intake and prioritization of new project requests. Prepare and facilitate monthly Portfolio Business Reviews (PBR). Maintain and update risk and operations registers. Track key performance indicators (KPIs) and contribute to scorecard reporting. Qualifications Experience Demonstrated experience in portfolio management, risk management, and project coordination within digital or IT environments. Education & Certifications Bachelor's or Master's degree in Project Management, Business Administration, or a related field. Risk management certification is an asset. Skills & Achievements Strong organizational, analytical, and communication skills. Proven ability to manage risks, dependencies, and cross-functional priorities. Languages Fluent in English (required); French is a plus. Additional Information Competitive salary and annual performance bonus Comprehensive benefits package: life insurance, long-term disability, health care, dental, vision, and a health spending account to support your well-being (Sopra Steria covers 100% of premiums) Paid time off: sick leave, personal days, and 3 weeks of vacation Monthly transportation allowance Excellent training, development, and career advancement opportunities, with active support to strengthen your skills in a caring, collaborative, and inclusive company culture Hybrid work environment Provided equipment to ensure optimal productivity Sopra Steria is certified as a “Great Place to Work” Sopra Steria is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment. We thank all applicants for their interest in this position. Only shortlisted candidates will be contacted for the next steps in the selection process.

Sopra Steria is a European leader in consulting, digital services, and software development, supporting its clients in their digital transformation through innovative and collaborative solutions. With 50,000 employees in nearly 30 countries and a revenue of €5.1 billion in 2022, we are committed to achieving sustainable results and placing people at the heart of technology. The world is how we shape it. For more information, visit us at ******************** Are you ready to take on the challenge with us? Join Sopra Steria Aeroline and become part of a forward-thinking team shaping the future of aerospace through digital innovation. If you are passionate about managing business accounts, aerospace technologies, and want to make a meaningful impact, we want to meet you! Apply now to embark on an exciting career with us. Job Description We are looking for a Risk & Portfolio Manager to lead the governance and execution of digital transformation initiatives across our clients' IT environments. This role is responsible for managing the digital project portfolio, overseeing risk registers, and ensuring visibility into roadmap priorities and resource capacity. Key Responsibilities * Lead the digital portfolio lifecycle from ideation to delivery. * Manage intake and prioritization of new project requests. * Prepare and facilitate monthly Portfolio Business Reviews (PBR). * Maintain and update risk and operations registers. * Track key performance indicators (KPIs) and contribute to scorecard reporting. Qualifications Experience * Demonstrated experience in portfolio management, risk management, and project coordination within digital or IT environments. Education & Certifications * Bachelor's or Master's degree in Project Management, Business Administration, or a related field. * Risk management certification is an asset. Skills & Achievements * Strong organizational, analytical, and communication skills. * Proven ability to manage risks, dependencies, and cross-functional priorities. Languages * Fluent in English (required); French is a plus. Additional Information * Competitive salary and annual performance bonus * Comprehensive benefits package: life insurance, long-term disability, health care, dental, vision, and a health spending account to support your well-being (Sopra Steria covers 100% of premiums) * Paid time off: sick leave, personal days, and 3 weeks of vacation * Monthly transportation allowance * Excellent training, development, and career advancement opportunities, with active support to strengthen your skills in a caring, collaborative, and inclusive company culture * Hybrid work environment * Provided equipment to ensure optimal productivity * Sopra Steria is certified as a "Great Place to Work" Sopra Steria is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment. We thank all applicants for their interest in this position. Only shortlisted candidates will be contacted for the next steps in the selection process.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager Team Lead position manages a team of Commercial Portfolio Managers. In addition to leadership and management of a Commercial Portfolio Management team, this position has the primary responsibility of supporting Commercial loan portfolios of one or more Relationship Managers. Analyzes financial information to evaluate the credit worthiness of Commercial loan requests. Compiles Commercial loan packages ensuring completeness and accuracy of information provided. Assures that all Commercial loans are in compliance with State and Federal regulations and Bank policies and procedures. Monitors and Services the Commercial loan portfolios of the supported Relationship Managers. Other responsibilities include the supervision and delegation of work related to covenant testing and tracking, the loan annual review process and various projects. ESSENTIAL FUNCTIONS The primary functions of the Portfolio Manager Team Lead include: * Manages and leads team of Portfolio Managers. These responsibilities include training, coaching and developing teammates. * Reviews and decisions Annual Servicing Reviews and other requests within designated loan authority. * Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures * Completes industry research, as needed, supporting existing and new Customers to the Bank * Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. * Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) * Guides the loan request through the Credit Approval Process and ensures that structure meets the needs of the client and the operating objectives of the Bank * Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures * Monitors and services the large commercial loan portfolios of the supported Relationship Managers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing * Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank * Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review * Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) * Undertakes special projects related to job function as determined by Credit Administration Leadership * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank * Works with Relationship Manager, Credit Officers and Loan Assistant to minimize past due loans. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. * Stays abreast of products and services the Bank is providing. * Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Excellent interpersonal skills * Proficient in Microsoft Excel and Word * Strong organization skills * High attention to detail * Cooperative and willing to assist coworkers and customers on a regular basis * Effective listening skills demonstrated by the ability to listen to others talk (without interruption), * understand them, and then propose solutions or make contributions based on the points made by others * Possesses multi-tasking skills and be able to function well under pressure * Ability to remain composed under pressure and respond to customer and coworker concerns regularly * Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience * Experience: Minimum of five years of experience in commercial banking, business banking and/or portfolio management. Prior management experience is strongly preferred. * Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. Equal Opportunity Employer, including disabled/veterans.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

is of a Hybrid Work Arrangement, requiring four days in-office** Support the Investor Relations department through analysis, development and implementation of various investor relation initiatives while supporting the overall business strategy. Responsibilities include analyzing relevant financial, operational and other related data as well as competitive and market data to contribute to a unified investor relations narrative. Responsibilities Track and maintain a record of sell-side coverage, including working with sell-side analysts associates to understand estimates, ratings, reports and other relevant data Developing and maintaining detailed analysis of sell side research and models including monitoring, summarizing and distributing to senior management Work cooperatively with FP&A, Accounting and other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when talking to investor community Assist in the drafting of quarterly earnings call scripts, press releases and other ad hoc IR related material by pulling key information and drafting relevant communication Assist in crafting key management talking points for investor engagement, including investor presentations and events Assess our investor, environmental, social and governance (ESG) communication, community and governmental relations against competitors and current best practice to aid continuous improvement efforts Assist in coordinating Annual Meeting and related material Maintain corporate and investor relations website Monitor competitor and market sector information and compile relevant information to distribute to senior management and other key internal associates Assist in social media planning and execution for corporate channels, including content creation Other duties as assigned Qualifications 5+ years of experience in corporate finance, equity research, investment banking or related fields Strong analytical and communication skills Exceptional organization skills and keen attention to detail Ability to explain complex information in easy to understand format Bachelors or equivalent degree in Finance or related field MBA, CFA, CPA or proven knowledge of US GAAP a plus Adaptable and able to shift priorities #LI-GG1 California Residents click below for Privacy Notice: ***************************************************

Job Description 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.

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR's evaluation criteria Work under direction of experienced analysts Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with mutual funds, separately managed accounts and exchange traded products 4+ years of advanced financial analytical experience with high attention to detail and accuracy 4+ years of overall investment experience Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments Experience in money manager research including writing investment research reports or commentary Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint Excellent verbal, written, and interpersonal communication skills Chartered Financial Analyst (CFA) designation A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: 2801 Market Street - Saint Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945

Job DescriptionSalary: Liberty Medical Specialties, Inc. - a leading provider of durable medical equipment, supplies and services - is looking for aGoal-Oriented Sales Professionalfor our Supply,NC Branch! With the working title of"BRANCH MANAGER,"this position isresponsible for marketingour core product lines to physicians, hospitals, home health agencies and more. These product lines include respiratory, home infusion, wound care and general durable medical equipment such as wheelchairs, walkers, hospital beds, etc. In addition to the sales aspectof this position,the Branch Manageroversees day-to-day operations at the branch level; supervising customer service representatives and equipment technicians, providing direction on the retail space/inside sales and more. MUST HAVESfor this position include: Valid Driver's License 2-Yr. College Degree with experience or Clinical credentials required Pass Drug Test Excellent Communication & Time Management Skills Proficient Computer Skills DESIRED EXPERIENCEfor this position includes: Proven success in sales (Medical Sales Preferred) 4-Yr. College Degree preferred Previous employment in the Healthcare Industry Third Party Reimbursement *experience in these areas not required for the position but highly desired and will be given preference.* This position is FULL TIME, which offerssalary plus commission/incentives package, paid holidays and time off, health and life insurance, 401(k), and more! An excellent opportunity for a highly motivated individual! Apply Online Today!Simply click "Apply for this Job" at the top of the page. Liberty Medical Specialties is a family-owned and -operated company that opened in October of 1993 with one location. Today, the company serves patients throughout the Carolinas and beyond with branches stretching across the state. We are dedicated to providing quality care to our patients; from our family to yours. We celebrate the Equal Employment Opportunity Commission and are dedicated to a fair hiring process. We do not make hiring decisions based on race, color, religion, sex (including pregnancy), national origin, age, disability or genetic information.