Diversified Markets Portfolio Manager
Remote job
We are seeking a Diversified Markets Portfolio Manager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolio Manager is responsible for client relationships as well as on-going lending and servicing support.
Responsibilities:
Credit Portfolio Management: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events.
Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types.
Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments.
Requirements:
• Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred.
• 3-7 years related work experience preferred
• Ability to communicate effectively with all levels of the organization
• Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association
• Ability to travel within the assigned territory and occasional travel across the association
• Ability to work independently and as a team member under minimal supervision
• Excellent computer skills
• Focus on problem solving skills with solutions-driven results
• Current awareness of economic developments and production technology affecting agriculture in the region
Other Details:
AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities.
Why AgSouth?
When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast.
At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family!
What can we offer you?
• Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering
• Corporate incentive plan with spot bonuses for top-notch work
• Medical, dental and vision insurance, as well as life and disability insurance
• Flexible spending and health savings accounts
• Generous 401(k) matching contributions, as well as additional employer contributions
• Reimbursement for approved higher education pursuits
• A wellness program for employees, which includes resources for a healthier lifestyle
• Corporate learning programs for professional development
• Other perks, such as employee discounts on select cell phone providers, computers, etc.
Auto-ApplyPortfolio Success Manager
Remote job
As a member of the ShipBob Team, you will...
Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob.
Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights.
Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories.
Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Role Description:
The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success.
What you'll do:
Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience.
Manage a book of high revenue clients and grow their business within ShipBob.
Source and close expansion deals within your merchant book of business.
Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants.
Collaborate cross departmentally with multiple stakeholders.
Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation.
Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies.
Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business.
Experience with data analytics - reviewing and utilizing data to make decisions.
Additional duties and responsibilities as necessary.
What you'll bring to the table:
8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred.
Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives.
Established ability to negotiate and deliver contractual partnership deals.
Demonstrated ability to manage and foster a positive team culture.
Ability to build consultative and executive-level customer relationships.
Excellent conflict resolution abilities and negotiation experience.
Advanced written and verbal communication skills.
Desire to work in a fast-paced environment.
Advanced experience in Microsoft Office Suite.
This role will require up to 15% of travel.
Perks & Benefits:
Medical, Dental, Vision & Basic Life Insurance
Paid Maternity/Parental Leave Program
Flexible Time Off Program
Paid Sick Leave
Wellness Days (1 day/quarter)
401K Match
Comprehensive Benefits Package >>> ********************************
See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob)
We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions.
About You:
The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain.
Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/).
About Us:
ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago.
ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
Auto-ApplyApplications Portfolio Manager - Microsoft Platforms
Remote job
Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices.
This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio.
Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms.
The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role.
RESPONSIBILITES
Portfolio & Applications Management
Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms.
Build, manage, and set the direction of the Knowledge Management portfolio and its team members
Create, capture, organize, and assess knowledge assets for enterprise use.
Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies.
Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements.
Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge.
Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations.
Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture.
Translate business needs into long-term technical solutions to solve problems.
Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems.
Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers.
Function as the Subject Matter Expert for Microsoft 365 tools and processes
Create and advertise use cases for Microsoft tools, and assist businesses in adoption
Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools
Lead implementation of new tools, including project management and change management activities
Oversee end user support for Microsoft 365 and CX applications
Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment.
Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences.
Team Development and Stakeholder Engagement
Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions.
Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform.
Mentor and develop KM and CX team members.
Foster a collaborative, high-performance environment focused on innovation and delivery.
Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions.
Operational Excellence
Ensure quality, compliance, and security across all managed applications and platforms.
Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices.
Internal Processes: Lead information management process definition and implementation.
Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption.
Services Support: Work with business to manage information needs.
Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use.
PROFESSIONAL REQUIREMENTS
Bachelor's degree in Computer Science, Information Technology, or related field.
10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization.
Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies.
Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale.
Strong background in business analysis, solution architecture, and portfolio management.
Experience managing cross-functional teams and external partners.
Excellent communication, presentation, and stakeholder management skills.
Demonstrated ability to drive adoption and deliver measurable results.
PREFERRED QUALIFICATIONS
Experience in the Architectural, Engineering, and Consulting (AEC) industry.
Supervisory and training experience.
Application portfolio management in complex, multi-business environments.
COMPENSATION
The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location.
BENEFITS
We offer a comprehensive benefits package including:
Medical, dental, vision insurance
401 (k) Retirement Plan
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Life, AD&D, short-term, and long-term disability
Professional and personal development
Generous paid time off
Commuter and wellness benefits
#LI-KR2 #LI-REMOTE
Auto-ApplyCustomer Portfolio Manager CPM - CS
Remote job
SummaryProject Management/ Planning/ Coordinating activities typically in the context of a production or services project to fulfill a customer order or need according to financial/commercial parameters and ensuring customer satisfaction.
Impacts the team's ability to achieve service, quality and timeliness of objectives. The role is subject to operating policy objectives.
There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required.Job Description
What you'll do:
As the Customer Portfolio Manager, you will:
Serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, and contribute to the overall business strategy and growth.
Develop and own site customer communication plan, coordinate and facilitate regular GE Vernova/Customer meetings reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer.
Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GE
Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable
Be responsible for managing the Outage planning and execution process and processing of Change Orders
Be responsible for customer invoicing, collections, and support GE Vernova internal financial operating metrics
Act as the Customer Advocate within the GE Vernova organization
Provide leadership in owning and driving all emergent/forced outage matters to resolution
Manage safe outage planning, and execution mindful of our GE Vernova "Life Saving Principles".
Accountable for the wing to wing outage execution via organizing pre-outage, post-outage and outage milestone meetings to deliver desired outcomes
Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure
What you'll bring (Basic Qualifications):
Bachelor's Degree from an accredited University or College ( will consider Vocational Degree or equivalent Military background and/or a High School Diploma / GED with a minimum of 7 years of Power Plant experience
Minimum of 5 years of knowledge and experience within the power plant field services and/or Energy Industry
Eligibility Requirements:
This role is offered within the greater Dell, AK
Candidate must be within the 400 miles radius
What will make you stand out:
Engineering degree preferred
Advance technical knowledge in Gas Turbine, planning and executing maintenance and upgrade outages.
Strong leadership, financial and commercial skills
Experience presenting and managing stakeholder teams
Demonstrated communication & organizational skills
For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $125,000 -$155,000. USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for A Variable Incentive Bonus of 15%. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. This position will stay open on the career website until at least May 13th. 2025.
Benefits Available to You:
GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce:
Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers
We offer a robust benefits package depending on your employment status and your national requirements
A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today
GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development
About Us
For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $119,600-$199,400 USD Annually.
The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for a Variable Incentive (VIC) bonus of 15%.
*The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas.
This position will stay open on the career website until at least December 14, 2025.
Benefits Available to You:
GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: *******************************************************
Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements.
A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today.
GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development.
Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services.
Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants.
Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.
General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a “Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
Additional Information
GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: No
#LI-Remote - This is a remote position For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.Bonus eligibility: discretionary annual bonus.This posting is expected to remain open for at least seven days after it was posted on December 04, 2025.Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.GE Vernova Inc. or its affiliates (collectively or individually, “GE Vernova”) sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.
Auto-ApplyPortfolio Manager
Remote job
Portfolio Manager Firm SummaryWhite & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever they may be.
With lawyers operating from more than 40 locations, working in virtually every country of the world, we have invested heavily in building a high-quality full-service practice competing at the top of the market.
We are distinguished by our on-the-ground presence in the world's key financial markets and our strengths in handling complex cross-border work.
It's not just about our global network of offices; it's the global interconnectedness of the Firm that our people, and our clients, value most.
We work well together across geographic and practice boundaries.
It's one of the reasons we attract and retain cross-border work.
Our lawyers are globally minded, enterprising, collaborative and committed to excellence.
Our people represent 90 nationalities and speak 80 languages.
Our Functional AreaTechnology at White & Case plays a key role in enabling our lawyers is practicing law around the world.
Our team comprises of three functions: Business Services - who maintain, develop and support our enterprise systems, Operations - who design, build and support our communications and data centre operations, and Support Services - who provide desktop, meeting and training support in the Firm's offices.
Together we support our lawyers with leading edge technology and systems to deliver elite legal and best-in-class client service.
Globally-minded, our team covers a range of technical disciplines and business skill sets.
This encompasses from business analysts, data architects, application developers and engineering staff covering range of technologies that include virtualisation, cloud, networking, storage, collaboration services and security.
We deploy the latest technology and hardware within our state of the art offices.
Our technical support staff support and train our people on the latest hardware and operating systems, remote working capability and mobile devices.
Our Shared Services centres provide Service Desk and Operation Centres that providing support and monitoring of Firm systems 24 x 7.
Working closely with our business services colleagues in support of the Firm's Finance, HR, Marketing and KM Information Technology systems Drawing, Global Technology Services is at the heart of the Firm's global operations.
Position SummaryThe Portfolio Manager is a key leader within the Technology Portfolio Team, responsible for managing and organizing the portfolio of initiatives that support the Infrastructure Operations unit.
This unit delivers essential services across server and virtualization, storage, business continuity, identity and access management, automation, system monitoring, and IT operations platforms including messaging and collaboration systems.
The Portfolio Manager leads the planning and execution of a dynamic mix of projects, programs, and business-as-usual (BAU) activities.
This role plays a critical part in aligning delivery to strategic objectives, fostering cross-functional collaboration, and advancing operational excellence across the portfolio.
Duties and Accountabilities1General Responsibilities:Collaborate with the Infrastructure Operations portfolio owner to define portfolio objectives, priorities, and execution strategies aligned with business and technology goals.
Provide oversight and coordination across multiple projects and programs to ensure alignment with the overarching portfolio vision, managing dependencies, mitigating risks, and maintaining delivery focus.
Serve as the primary liaison between project managers, program managers, product owners, governance forums, and technical teams to monitor initiative performance, resource allocation, and issue resolution.
Establish and deliver consistent portfolio-level performance, risk, and progress reporting to governance boards and senior leadership.
Lead portfolio governance activities, including steering committee participation, prioritization forums, and stakeholder communication.
Support financial and resource planning processes, including collaboration with finance teams to manage annual budgets and capacity plans.
Drive collaboration across technology and business teams to identify and address interdependencies, reduce redundancies, and foster synergies across infrastructure-related initiatives.
Represent the portfolio in cross-portfolio coordination efforts, sharing best practices and aligning with other Portfolio Managers on firmwide strategies and standards.
Ensure adherence to PMO methodologies and maintain high standards for project documentation, reporting, and delivery metrics.
Supervisory Responsibilities:Guide and support the work of project and program managers delivering initiatives within the Infrastructure Operations portfolio.
Promote effective team collaboration and alignment with delivery expectations.
Support performance management, mentorship, and continuous improvement within the Portfolio team.
Required Skills and Abilities:Proven experience in managing infrastructure-focused portfolios, including virtualization, storage, identity & access management, and operations platforms.
Strong portfolio, program, and project management capabilities with the ability to manage across strategic, operational, and BAU streams.
Experience in portfolio financial planning, reporting, and resource capacity management.
Strong leadership, organizational, and stakeholder engagement skills.
Deep understanding of IT service delivery, infrastructure dependencies, and operational excellence frameworks.
Familiarity with both Agile and Waterfall delivery methodologies.
QualificationsPMP or equivalent project management certification.
10+ years of experience in IT project/program management; 5+ years in infrastructure or IT operations environments.
Bachelor's degree in Engineering, Information Technology, or a related field.
Demonstrated success in cross-functional collaboration and enterprise-level portfolio delivery.
Strong proficiency in Microsoft Project, Excel, PowerPoint, and reporting tools.
Location & ReportingThis role is based in our New York or in Tampa office Our standard office hours are 09:30am - 5:30pmThis role reports to the Senior Manager, Portfolio OperationsNote to Recruitment AgenciesOur Internal Recruitment team are responsible for all end-to-end lateral recruitment process.
All agencies must sign White & Case terms of business which are often specific.
Candidates submitted by an agency without terms of business agreed with the appropriate office, and/or outside of our online application tracking system, will not be considered a formal introduction.
Any applications and CVs sent directly to White & Case Partners and employees will not be accepted as formal introductions.
If you have any questions, please contact the Americas Lateral Recruitment team.
Equal OpportunitiesWhite & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a diverse and inclusive workplace.
It is our Firm's policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.
Applicants who are interested in applying for a position and require an accommodation during the process should contact talent.
acquisition@whitecase.
com.
BenefitsWhite & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave).
Exempt roles are also performance bonus eligible.
The firm may modify and amend this job description at any time in its sole discretion.
Nothing herein creates a contract of employment or modifies the at-will nature of employment Primary Location: United States-New York Other Locations: United States-Tampa Expected Workplace: Onsite Job Posting: Nov 4, 2025, 8:12:04 PM Salary range for New York market: 93,000 - 240,000 US Dollars (USD) YearlySalary range in other markets will vary Refer a friend for this job Tell us about a friend who might be interested in this job.
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Auto-ApplyPortfolio Manager
Remote job
Job Description
Mercor is hiring on behalf of a frontier AI investment lab pioneering the integration of machine learning, data analytics, and active portfolio management. The Lab blends quantitative research, fundamental analysis, and AI-powered modeling to identify market inefficiencies and consistently generate alpha. We're seeking an experienced Portfolio Manager to lead investment strategy design, portfolio construction, and risk oversight within this cutting-edge environment where AI and human judgment converge.
Role Overview
As Portfolio Manager, you'll be responsible for developing, executing, and managing investment strategies supported by advanced AI tools and a world-class research team. This is a remote, flexible opportunity (20-30 hrs/week) suited for experienced PMs who want to leverage AI-driven insights while maintaining autonomy and work-life balance.
Responsibilities
Design and execute portfolio strategies that integrate both fundamental and AI-generated insights.
Manage portfolio construction, optimization, and risk analytics to ensure consistent performance.
Monitor and analyze portfolio attribution, exposures, and performance metrics across asset classes.
Collaborate with data scientists and engineers to refine quantitative models and signals.
Lead and mentor analysts, fostering a culture of analytical rigor and innovation.
Communicate investment outlooks, performance updates, and strategy rationale to stakeholders.
Qualifications
8+ years of experience in investment management, including 5+ years as a lead or co-Portfolio Manager.
Proven track record of alpha generation and strong risk-adjusted performance.
Expertise in portfolio optimization, asset allocation, and factor analysis.
Skilled in Bloomberg, FactSet, and portfolio analytics tools; familiarity with Python, R, or quant methods preferred.
Exceptional leadership and communication skills; collaborative, data-driven mindset.
CFA, MBA, or equivalent quantitative background strongly preferred.
Why Join
Flexible, 20-30 hour/week schedule - ideal for experienced PMs seeking high-impact, part-time engagement.
Gain exposure to AI-assisted investing, working alongside engineers, quants, and researchers.
Help shape next-generation portfolio strategies that blend human intuition with machine intelligence.
Work remotely with a global, fast-moving team driving innovation at the intersection of finance and frontier technology.
Opportunity to mentor emerging analysts and influence how AI transforms asset management.
Systematic Portfolio Manager - Crypto / CeFi
Remote job
Crypto Portfolio Manager | Senior Crypto Quant Trader
Cryptocurrency trading | Digital Assets | CeFi | Systematic Trading
NYC or US based (remote)
A stealth mode systematic crypto trading firm is looking to add a Portfolio Manager / Senior Quant Trader to its ranks. The firm is led and backed by the biggest names on the Street and the founders have decades of experience. This is a rare opportunity to join a growing A-team with incredible talent density, meritocratic culture, no politics and razor-sharp focus on outcome.
They are seeking a demonstrably strong candidate with leading knowledge of the digital assets market to implement a fully systematic or grey box strategy, managing a mostly CeFi oriented crypto portfolio of spot and/or perps.
The candidate will be expected to have a systematic trading track record of at least 2 years with a sharpe above 2.5. Pay-out is top of the industry on a PnL basis. The successful candidate will also receive:
Access to Capital and high % pay-out
Interesting team growth opportunity
Collaborative culture
Required:
Detailed CV and Investment process plan
Min 2 year track record of risk adjusted returns
Sharpe ratio above 2
PM must have managed live capital of minimum $5m
BSc / MSc in Quant Math or Science discipline
Salesforce Client Portfolio Manager
Remote job
About Astound Digital
At Astound Digital, we are pioneers in the digital landscape, dedicated to transforming how the world interacts with technology, data, and creativity. Our role as trusted advisors in the digital landscape empowers the world's most innovative brands with frictionless, end-to-end customer experiences. We are known for our comprehensive solutions, proven expertise, and collaborative, nimble approach that instills confidence in our clients. We embrace the power of Artificial Intelligence (AI) to drive innovation, efficiency, and better outcomes for our clients and employees. Join us to navigate and lead in the ever-changing digital world, where your impact will extend beyond the ordinary.
Job Purpose
We're looking to add a dynamic Salesforce Client Portfolio Manager to the Astound Digital team. As a Client Portfolio Manager, you build and nurture strong client relationships, ensuring the success and satisfaction of our clients. You serve as a trusted advisor, collaborating with clients to identify and meet their needs, drive retention, and help them achieve their business goals.
In this role you'll get to:
Overall responsibility for the delivery team supporting both client success and sales teams.
Create frameworks and approaches to key consultancy offerings to give structure and confidence to our customer, and support scoping new client engagements and involvement in pitches
Responsible for delivering the quarterly and yearly strategic goals for the market delivery team and how this aligns to the teams personal objectives
Grow our accounts across the full range of Astound's services through development of client strategies and plans supporting client success teams.
Drive demand, improve win-rates and increase client advocacy by positively impacting Astound's positioning as modern Salesforce experts through thought leadership, market knowledge and insight
Drive and win billable consulting engagements
Work with our Global Consulting market leads to support the development of the consultancy team proposition around the two key areas of structured digital strategy and digital change and the development of consultancy propositions and go-to-market strategies
Understand Salesforce market trends.
Salesforce Expertise: Stay updated on the latest Salesforce features, applying this knowledge to enhance outcomes and propose innovative solutions. Provide thought leadership on Salesforce best practices, tools, and methodologies to drive successful project deliveries.
Familiarize the team with customer's needs and development process.
Take ownership of the project. Collaborate with the project team to drive closure to problems and open issues.
Your skills and qualifications:
Overall experience of 7+ years with a minimum of 5+ years serving as a Subject Matter Expert/Client Portfolio Manager for Salesforce Core or other capability technical implementations.
Excellent knowledge of Salesforce Community
Strong understanding of Salesforce SDLC.
Proven background in driving digital innovation across technology, customer experience, data, process, and service offerings from development of the vision and strategy, obtaining internal support and approvals through business case development through to leading the execution of the plan.
Demonstrated experience successfully building and managing a team
Bachelor's degree preferred; Master's degree plus
2+ Salesforce certifications
Good to have:
Strategic thinking and business acumen
Great client relationship building skills
Proven ability to build trust-based relationships within the client organization, including C suite executives and business decision makers, through demonstrated knowledge, executive presence and superb listening skills.
Understanding of financial and ROI models, with the ability to review digital cross-channel sales, margin and profitability analytics and marketing reports to derive insights and propose actions
Strong verbal, written and presentation business communications skills
Leadership and mentorship capabilities to manage team of direct reports, influencing and building strong relationships with cross-functional leaders across the broader organization, working collaboratively to achieve results
Ability to combine data/evidence-based thinking with creativity and insight
Be able to balance day to day client delivery and new business development
What we offer in return
Off-the-Charts Career Growth: Сlear career path and a performance review system, career coaching, training and certifications, mentoring and knowledge sharing;
Well-being is Top Priority: Parental leave, flexible time off, comprehensive health and medical plans;
Real Work-Life Balance: Remote, in-office, or hybrid working modes; flexible hours; work-life balance support on every stage and level;
Culture of Success: Culture of collaboration that encourages innovation every step of the way; 8 offices spanning four continents bring diverse perspectives that drive tangible results for our clients worldwide.
Why work for Astound Digital?
Whether you're working directly with our world-renowned clients or with your Astound colleagues from around the globe, you will shape the future of digital commerce, using emerging technologies and innovative approaches.
Grow your career with Astound Digital and discover exciting opportunities while doing the work you love!
#LI-CT1
#L1-REMOTE
Auto-ApplyEnterprise Portfolio & Value Manager (President's Office)-12171-Remote
Remote job
Enterprise Portfolio & Value Manager sought to facilitate lean portfolio management for a strategic enterprise portfolio amidst agile transformation. Seeking a collaborative agile champion to implement and oversee a portfolio of value streams, including lean governance, funding and portfolio operations while learning and navigating corporate culture. Experience in agile enterprise transformation required.
RESPONSIBILITIES:
Oversee launch of value stream(s) as part of enterprise portfolio
Oversee framework to govern the intake, prioritization and decisioning of work to maximize value flow
Oversee the portfolio Kanban and ensure stop/pivot/persevere portfolio governance decisions are made to ensure prioritized value is delivered
Monitor Lean Budgeting guardrails to govern the funding of work
Ensure portfolio roadmaps for planned work are created and maintained
Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics
Work closely with executive stakeholders and provide key information to support decision making and align prioritization of projects with strategic objectives.
Work with Agile Coach to identify gaps in existing lean portfolio management; advocate for and implement improvements
Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work
Serve as primary point of contact to strategic goal owners and enterprise initiative owners for projects and related issues
Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.)
QUALIFICATIONS:
Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience
Significant experience in managing complex, cross-organizational programs
Advanced knowledge of Scaled Agile (SAFe) Lean Portfolio Management (LPM)
Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data
Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Extensive experience in working with all levels of staff, management, stakeholders, vendors
Advanced consultative, conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives
Significant experience in delivering presentations to virtual and in person teams
Advanced critical thinking, analytical, and problem solving skill
DESIRED:
Experience with launching value streams and enterprise level Lean Portfolio Management (LPM)
Portfolio Manager - Cash Flow Lending
Remote job
The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, accurate risk ratings, and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring, working under limited supervision.
Essential Functions
Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate
Responsible for the timeliness and accurate aggregated reporting of the Cash Flow Lending portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance
Engage with customers to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings
Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information
Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements
Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance
Present analysis or address questions during credit discussions or presentations
Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure
Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline.
Ensure compliance with Northwest's policies and procedures and applicable regulations
Complete other related duties as assigned in support of Credit Management's support function
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree Accounting, Finance, Economics, or related degree
3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management
This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.
INDEPENDENCE, OH
6480 Rockside Woods Blvd S
Suite 345
Independence, OH 44131
COLUMBUS, OH
HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
101 East Main Street
Mount Joy, PA 17552
WARREN, PA
100 Liberty Street
Warren, PA 16365
ERIE, PA
800 State Street
Erie, PA 16501
PITTSBURGH, PA
Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
FISHERS, IN
11 Municipal Drive
Suite 150
Fishers, IN 46037
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyPortfolio Manager
Remote job
Insight Global is looking for a Portfolio/Program Manager to join one of our Workforce Solutions/Staffing Industry clients and sit fully remote. This person will be joining the Product Management and Digital Innovation Division to drive the solution and delivery of multiple workstreams. This person will partner with stakeholders to define program objectives, success metrics, and governance structures. They will also develop and maintain program roadmaps, dashboards, and reporting for executive leadership while identifying risks, issues, and dependencies. The goal will be to implement mitigation strategies to ensure program success and drive process improvement and standardization across project management practices.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- 7+ years of experience as a Portfolio/Program Manager
- Proven ability to manage multiple complex projects simultaneously
- Ability to work with Project Managers to help surface risks, dependencies, progress, statuses, across portfolio
- Strong experience being in the weeds to drive project process improvement and to validate reporting data to stakeholders
- Excellent Communication - Experience with Bullhorn or similar Applicant Tracking Systems (ATS)
- Familiarity with workforce management platforms and staffing industry processes
- Advanced skills in MS Project, Smartsheet, or other portfolio management tools
Portfolio Manager, NextGear Capital (San Francisco and Bay Area, CA)
Remote job
Company
Cox Automotive - USA
Job Family Group
Customer Care Group
Job Profile
Portfolio Manager III - NGC
Management Level
Individual Contributor
Flexible Work Option
Can work remotely but need to live in the specified city, state, or region
Travel %
Yes, 75% of the time
Work Shift
Day
Compensation
Compensation includes a base salary of $104,600.00 - $157,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.
Job Description
Job Summary
The Portfolio Manager manages and grows a portfolio of dealer clients across the San Francisco, CA territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts.
Candidates must live within assigned San Francisco Metro, CA Territory: San Francisco, San Leandro, Oakland, San Bruno, Fremont, Hayward, Union City, Sunnyvale, Burlingame, Belmont, Newark, San Mateo.
Responsibilities
Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients.
Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation.
Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations.
Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk.
Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress.
Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery.
Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors.
Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company.
Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company.
Responsible for onboarding of new clients to ensure a positive and successful client experience.
Cultivate Cox Automotive cross functional business unit relationships and opportunities.
Participate and support other projects and initiatives as required.
Perform all other duties as assigned.
Job Knowledge, Skills and Abilities:
Knowledge of the automotive industry (various sectors).
Knowledge of the finance industry (various sectors).
Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred.
Strong financial acumen with working knowledge of key financial tools and terminology.
Ability to identify risk indicators through data tools.
Ability to communicate a proactive performance plan on continuous basis individually and client level.
Strong presentation, verbal and written communication skills.
Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
Strong time management skills with ability to manage deadlines.
Strong negotiation and collection skills.
Strong analytical and problem-solving skills.
Ability to work independently and in a remote environment.
Ability to maintain a high level of safety awareness and take necessary safety precautions.
Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.
Education and Experience:
BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree.
Automotive and/or floorplan industry background preferred.
Financial knowledge and acumen preferred.
Physical Demands:
Ability to visit clients at least 60% of the time with occasionally required overnight travel.
Ability to sit and stand for extended periods of time.
Valid driver's license is required for this position.
Disclaimer:
The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Auto-ApplyPortfolio Transaction Manager
Remote job
Job Description
The Portfolio Transaction Manager oversees and executes all real estate transactions across an established property portfolio, ensuring accuracy, compliance, risk mitigation, and operational excellence at scale.
Key Responsibilities
Own end-to-end execution of portfolio-related real estate transactions, maintaining precision, timeliness, and legal compliance
Coordinate with internal teams (legal, finance, underwriting, operations, asset management) to manage transaction workflows and align on key requirements
Manage external partners including title companies, brokers, attorneys, appraisers, and vendor networks to ensure consistent performance and SLA adherence
Maintain accurate transaction records, documentation, and system-of-record updates across all portfolio assets
Identify portfolio-level risks (title issues, lien concerns, missing documents, valuation discrepancies) and drive resolution strategies
Lead diligence review for each transaction, ensuring data accuracy and identifying gaps before closing
Drive continuous improvement initiatives based on transaction patterns, bottlenecks, and operational insights
Ensure transactions comply with all regulatory, contractual, and internal policy requirements
Serve as the primary point of contact for escalation and problem-solving on complex or time-sensitive portfolio transactions
Required Qualifications
3-7+ years of experience in real estate transactions, portfolio operations, title/escrow, acquisitions/dispositions, or asset management
Strong understanding of real estate contracts, title reports, closing processes, and standard due diligence requirements
Demonstrated ability to manage a high volume of concurrent transactions with accuracy and urgency
Experience coordinating with cross-functional teams and external vendors
Exceptional attention to detail and strong organizational skills
Strong analytical and problem-solving skills, especially for recurring or systemic transaction issues
Excellent communication and documentation abilities
Proven ability to build and refine operational processes
Preferred Qualifications
Experience in single-family rental, institutional real estate, or multi-market portfolios
Familiarity with transaction management systems, CRMs, title platforms, or workflow tools
Knowledge of regulatory and compliance requirements related to property transactions
Experience scaling operational workflows in a fast-paced or high-growth environment
We provide
A collaborative, people-first culture with a passion for doing good and enjoying doing it
A unique opportunity to build our brand in the early stages
Competitive benefits and compensation, including 401(k) w/match
Choice between hybrid and fully remote work
Flexible PTO (with a 3-week minimum)
9 paid holidays
Portfolio Manager
Remote job
Portfolio Manager - Tempo Wealth
(Remote or Hybrid options available depending on location)
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Portfolio Manager to join our expanding team and play a key role in shaping our investment strategy and portfolio management processes.
This position can be fully remote for qualified candidates outside the Cleveland area, or hybrid for those within commuting distance to our Independence office.
Salary & Benefits
Salary Range: $100,000 - $140,000, commensurate with experience and credentials
Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
Significant growth opportunity with a career path toward Chief Investment Officer
No business development requirements
Key Responsibilities
Manage portfolios for an existing clientele composed primarily of executives in public and private companies
Conduct due diligence on private and alternative investments
Analyze prospective client portfolios to identify strengths and gaps
Build and maintain portfolio models and manage portfolio sleeves
Oversee trading operations and supervise staff involved in execution and rebalancing
Participate in and ultimately lead the firm's Investment Committee
Serve as the primary investment contact for complex client and prospect relationships requiring customized investment solutions
Monitor performance dispersion and risk characteristics for ongoing suitability
Perform and summarize due diligence reviews for private and alternative investments
Stay current on industry developments, attending relevant conferences and webinars
Collaborate with the team on new investment technology initiatives
Recommend and manage infrastructure enhancements to ensure efficient implementation of investment strategies
Qualifications
CFA Charter holder in good standing (required)
Minimum 5 years of portfolio management experience
Proven experience with alternative and private investments
Excellent written and verbal communication skills, both internally and client-facing
Strong analytical and organizational abilities with acute attention to detail
Technology-savvy, with the ability to quickly learn and master investment platforms
Demonstrated growth mindset and adaptability within a dynamic, innovative environment
Experience with Advyzon (CRM/reporting), Schwab, or Altruist platforms a plus
Hiring Process
Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant.
If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Consultant - Portfolio Manager (Fractional/Contract Role)
Remote job
Arootah is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah's Network of Business Advisors serving Arootah's clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at ***************************** for more information. WHO WE NEED: Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office. What You'll Do
All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management.
Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships.
Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research.
Perform diligent & deep dive fundamental research on universe of investments.
Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities.
Prepare and maintain data on current and prospective investments.
Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance.
Build reporting and analysis for internal and external stakeholders.
Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations.
Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions.
Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance.
Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts.
Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
Evaluate the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager in helping clients to:
Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps.
Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures.
Review, analyze and report on client tools and resources to ensure industry best practices.
Evaluate each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.).
Qualifications
Minimum of Bachelor's Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus.
CFP or any industry designations a plus.
Minimum 10+ years specific portfolio management experience in which consistent long term investment performance has met objectives.
5+ years experience as an analyst and/or extensive industry experience preferred including a deep knowledge of trading.
Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction.
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments.
Solid knowledge of asset allocation, portfolio construction, and portfolio risk management.
Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.).
Excellent written and verbal communication skills. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders.
Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action.
Proven ability to work independently, prioritize work, and achieve results.
Ability to quickly build rapport and work with a team.
Job Status
Contractor
Hours are based on the needs of the assigned client (0-40 hours per week).
Join a well-funded disruptor in finance and technology.Enjoy the flexibility of remote work and choosing your assignments.Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join!
For more information, visit us at Arootah.com.
Auto-ApplyPortfolio Manager
Remote job
United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.
What You'll Do
* Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
* Provide credit and sales support to Commercial Lending.
* Analyze complex financial statements and prepare credit analysis packages.
* Serve as a secondary contact on client relationships.
* Identify cross-sell opportunities with new and existing clients.
* Assist in the loan process, including underwriting and closing.
* Prepare commitment letters and review loan documents.
* Assist lenders in their prospecting efforts.
Requirements For Success
* Bachelor's Degree in finance or accounting preferred.
* 5+ years of experience in commercial lending.
* Proficient knowledge of credit policy, banking regulations, and loan documentation.
* Ability to analyze complex financial statements and tax returns.
* Strong interpersonal and communication skills.
* Excellent organizational and time management skills.
* Ability to work effectively within the company's credit culture.
* Proficiency with in-house financial reporting applications, including Navigator.
* Good mathematical, reading comprehension, and writing skills
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $60,466.00 - USD $93,119.00 /Yr.
Senior Investor Relations Analyst
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
*Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
Proficient in Excel and Google Suite; experience with financial research tools is a plus
Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
Experience with AI, SaaS, or consumption-based business models
Comfort handling ambiguity and working with minimal supervision
Experience working with pre-IPO companies
Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, with 500+ employees, and growing fast
Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Our values are publicly available: *************************
We offer generous cash & equity compensation
Health, dental, and vision coverage for you and your dependents
Wellness and commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Auto-ApplySenior Investor Relations Analyst
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
* Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
* Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
* Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
* Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
* Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
* Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
* Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
* Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
* Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
* Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
* Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
* Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
* Proficient in Excel and Google Suite; experience with financial research tools is a plus
* Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
* Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
* Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
* Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
* Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
* Experience with AI, SaaS, or consumption-based business models
* Comfort handling ambiguity and working with minimal supervision
* Experience working with pre-IPO companies
* Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
* Founded in 2012, with 500+ employees, and growing fast
* Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
* We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
* Our values are publicly available: *************************
* We offer generous cash & equity compensation
* Health, dental, and vision coverage for you and your dependents
* Wellness and commuter stipends for select roles
* 401k Plan with 2% company match (USA employees)
* Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Senior Investment Analyst
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here.
Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply.
Core responsibilities:
Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members
Assist origination team in identifying and closing target counterparties (across industries and asset types)
Prepare financial models and related analysis to support investment recommendations and track ongoing investments
Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing.
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years' relevant experience in law, finance/credit, or advisory/consulting
Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation
Strong written/oral communication, equally comfortable with expert and non-technical colleagues
Excellent organizational skills and high attention to detail
Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods
Ability to thrive in a fast paced, growth focused environment
Nice to Have:
First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables
Prior extended experience at a hybrid or remote-first organization
Auto-ApplySenior Investment Analyst - Alternative Investments
Remote job
This opportunity is with ERAC, Employers Reassurance Corporation a corporate holding of GE Aerospace. We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analyst will join a collaborative investment team responsible for managing over $45 billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain broad exposure across a variety of asset classes, structures, and investment strategies. The Senior Analyst will play a critical role in supporting the evaluation, execution, and monitoring of alternative investments, contributing to the team's overall success.
**Job Description**
**Roles and Responsibilities**
+ Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies.
+ Assist in preparing investment recommendations and presentations for internal committees.
+ Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics.
+ Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions.
+ Contribute to portfolio construction analysis, commitment pacing, and performance evaluation.
+ Assist with cash flow forecasting and reporting for the alternatives portfolio.
+ Research industry trends and help identify top managers and emerging strategies across the alternatives landscape.
**Required Qualifications**
+ Bachelor's degree in finance, Economics, Accounting or related field.
+ 4-6 years of experience in investment analysis, ideally focused on private credit.
+ Strong analytical and quantitative skills, including proficiency in Excel and financial modeling.
+ Excellent written and verbal communication skills.
+ Ability to manage multiple priorities and work collaboratively in a team environment.
**Desired Characteristics**
+ CFA or CAIA progress preferred.
+ Prior experience within an insurance company environment is highly desirable.
+ High integrity and professional ethics.
+ Strong organizational and presentation skills.
+ Ability to work independently and build effective relationships with internal and external stakeholders.
The base pay range for this position is $ 105,000.00 - 139,400.00 - 174,700.00 USD. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary/ commission based on the plan. This posting is expected to close on December 30, 2025 Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.
General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs ( _i.e_ ., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
**Additional Information**
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
**Relocation Assistance Provided:** No
\#LI-Remote - This is a remote position
GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.