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Senior Portfolio Manager jobs at Stryker

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  • Manager of Finance

    Element Care 4.5company rating

    Lynn, MA jobs

    Maintains accounts, records, and financial reports. Compiles and analyzes financial information to prepare reports and make recommendations relative to the accounting of reserves, assets, and expenditures. Prepares income statements, balance sheets, profit and loss statements and other accounting statements and reports in accordance with corporate policies and procedures and generally accepted accounting principles. This position is full time M-F 8am to 4pm with hybrid opportunities. Essential Responsibilities: Prepares and records asset, liability, revenue and expenses entries by compiling and analyzing account information. Maintains and balances site accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies. Responsible for the monthly closing, coordination with other financial staff of all related financial systems and preparation of monthly and quarterly reporting. Performs closing analysis, which involves investigating significant variances between budget and actuals. Reviews financial reports and forecasts to understand variances and identify areas to improve efficiency or implement cost-savings Analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. Prepares monthly Board of Directors package. Designs and prepares ad hoc management reports. Oversees independent auditors with interim and year-end audits. Manages organization's financial resources and ensures operations comply with financial regulations and standards. Prepares federal, state, and other regulatory reports. Assists with vendor payment issues. Reconciles balance sheet items including cash, investments, fixed asset and accrual accounts monthly. Prepares statement of cash flows monthly. Assist with the budgeting process. Develops processes, policies, and controls to manage workflow and ensure accurate, timely and compliant financial operations Ensures project/department milestones/goals are met and adhering to approved budgets. Recruits, develops and motivates staff. Initiates and communicates a variety of personnel actions including employment, termination, performance reviews, salary reviews and disciplinary actions. Performs other duties as assigned. Job Specification: Bachelor's degree with an accounting concentration. Master's degree, CPA or equivalent work experience preferred Previous (5-10 years) directly related accounting experience including previous experience designing and preparing accounting report 1-3 years supervisory experience Working knowledge of generally accepted accounting procedures, theories, and applications Proficient with spreadsheet software and accounting systems Strong communication, analytical, and report writing skills Previous experience with Sage Accounting Software and ADP preferred Covid vaccinated preferred Statement Element Care is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, sexual orientation, protected veteran status, or on the basis of disability. Element Care is committed to valuing diversity and contributing to an inclusive working environment. To learn more about Element Care, please click this link: Element Care 30th Anniversary Video Compensation details: 120000-150000 Yearly Salary PI2cd5b67d95e1-37***********3
    $110k-160k yearly est. 1d ago
  • Healthcare Risk Manager

    Lakeland Regional Health-Florida 4.5company rating

    Lakeland, FL jobs

    Details This is Full-Time Benefit Eligible position working 80 hours per biweekly pay period. Shift: Monday - Friday Annual Salary: Min $73,840.00 Mid $92,310.40 Position Summary Investigates and resolves incidents and grievances; secures evidence; creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues; facilitates corrective action plans; trends and analyzes risk reports; assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Initiates reports to insurance carrier and regulatory agencies; assesses damages and injury for claims, answers interrogatories and request to produce for claims, prepares staff for depositions and trials, and manages and coordinates claims with defense counsel. Identifies opportunities for the improvement of quality, safety and cost, as well as patient, customer, and employee satisfaction. Position Responsibilities People At The Heart Of All That We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. Standard Work Duties: Healthcare Risk Manager Investigates and resolves incidents and grievances (including sexual misconduct allegations, and reports to appropriate regulatory agencies, when required); creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues. Monitors and manages legal claims with defense counsel, sets reserves, interviews person(s) involved in claims, assists with depositions and trials, answers interrogatories. Assists with developing educational programs and learning modules for orientation and ongoing education, as well as upon request by various departments regarding risk topics. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Assists with managing Patient Safety Work Product via Patient Safety Organization Conducts Serious Incident meetings and Root Cause Analyses; provides clinical and/or risk expertise to requested committees and process reviews, as needed. Assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. People At The Heart Of All We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Guide Projects Using Acceptable Standards And ITIL Framework Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Competencies & Skills Essential: Excellent verbal and written communications, analytical ability, and computer literacy. Excellent presentation skills and organizational skills. Claims handling skills which include dealing with difficult people, and assessing damage. Excellent investigative skills. Maturity, ethics, and strong negotiating skill Conflict resolution skills Qualifications & Experience Essential: Bachelor Degree Nonessential: Master Degree Experience Essential: - Meets “Qualified Healthcare Risk Manager” competencies in accordance with Fla. Stat. 395.0197(2). - Staff RN experience (in lieu of Staff RN experience, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered). Licenses Essential: Registered Nurse (in lieu of Registered Nurse license, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered) Experience Preferred: Previous management Certifications Preferred: Certified Professional in Healthcare Risk Manager (CPHRM)
    $73.8k-92.3k yearly 1d ago
  • Marketing Portfolio Manager - Roper St. Francis Office Park

    Roper St. Francis Health Care 4.7company rating

    Ladson, SC jobs

    Thank you for considering a career at Roper St. Francis Healthcare! Marketing Portfolio Manager - Roper St. Francis Park - Ladson, SC. This position will be a hybrid position, working remote 3 days a week and in the office 2 days a week. Local residence required due to attending on site meetings as needed. Shift: 8:00am-5:00pm Monday - Friday Primary Function/General Purpose of Position The Marketing Portfolio Manager is responsible for executing the strategy for consumer engagement and brand positioning to achieve revenue growth goals within the assigned portfolio of business. Key functions within this role include client services to support business partners within the business portfolio and providing strategic campaign market execution and consumer brand engagement. Essential Job Functions * Implements an omnichannel strategy, with a deep understanding of digital marketing for enhancing revenue growth and delivering on the Ministry's value proposition, within a geographically assigned portfolio * Implements and enhances consumer engagement that delivers upon the Ministry's value proposition * Supports local markets to understand key objectives and execute defined marketing strategies and understands the marketing landscape; implements strategic marketing plans * Completes return on investment analysis in collaboration with Strategy department. * Holds accountability for key performance indicators that demonstrate return on investment. * Champions and grows current business streams through marketing * Understands and recommends market media usage, planning, and buying to be effective for assigned geographical area for both traditional and digital media channels. Executes grass roots marketing efforts to achieve growth objectives. * Adherence with an operational budget that supports marketing objectives * Acts as client services relationship manager to operational partners at the local and market level. This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties as required by their supervisor, subject to reasonable accommodation. Licensing/Certification * None Education * Bachelor's degree in related field such as Marketing, Advertising, Business, Communications (preferred) Work Experience * Three years' marketing experience (required) Training * None Language * None As a Roper St. Francis Healthcare teammate, you're part of a Mission that matters. We support your well-being-personally and professionally. Our benefits are built to grow with you and meet your unique needs, every step of the way. What we offer * Competitive pay, incentives, referral bonuses and 403(b) with employer contributions (when eligible) * Medical, dental, vision, prescription coverage, HSA/FSA options, life insurance, mental health resources and discounts * Paid time off, parental and FMLA leave, short- and long-term disability * Tuition assistance, professional development and continuing education support Benefits may vary based on the market and employment status Roper St. Francis Healthcare is an equal opportunity employer. It is our policy to abide by all Federal and State laws, as well as, the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a).Accordingly, all applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, or protected veteran status, and will not be discriminated against on the basis of disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact The Talent Acquisition Team at ********************
    $83k-149k yearly est. Auto-Apply 2d ago
  • EPMO Portfolio Manager

    Cone Health 4.3company rating

    Greensboro, NC jobs

    The EPMO Portfolio Manager is a mid-level individual contributor role that supports the enterprise-wide portfolio intake, evaluation, and prioritization processes. The Portfolio Manager plays a key role in ensuring that project and program proposals are reviewed consistently and aligned to strategic objectives prior to advancing for governance decisions. This role collaborates closely with Finance, Strategy, IT, Operations, and other stakeholders to assess business needs, evaluate initiative readiness, and support governance forums with meaningful data and insights. The Portfolio Manager helps maintain portfolio discipline and transparency through effective intake facilitation, business case analysis, and alignment tracking. Responsibilities Facilitate the intake and pre-screening of new project and program requests, ensuring completeness, alignment to strategic priorities, and clarity of expected outcomes. Collaborate with requestors to refine business cases, define value propositions, and ensure readiness for governance review. Support the phase-gate process by coordinating inputs, advancing proposals, and capturing governance decisions. Partner with business and clinical leaders to understand strategic goals and ensure that submitted demands reflect organizational priorities. Build strong working relationships with sponsors and operational leads to promote transparency and alignment throughout the demand lifecycle. Contribute to portfolio-level dashboards and reports by gathering relevant demand and prioritization data. Track the status of proposed, in-review, and approved initiatives to support governance boards and decision-making processes. Monitor dependencies, constraints, and alignment across incoming demands. Participate in improvement efforts to refine intake processes, templates, and evaluation criteria. Stay informed of EPMO best practices and support enhancements in tools and methodologies to increase portfolio management maturity. Support annual planning cycles and prioritization workshops. Performs other duties as assigned. Qualifications EDUCATION: Required: Bachelors degree in Business Administration, Healthcare Administration, Market Research, Math/Statistics, or related field. Preferred: Masters degree EXPERIENCE: Required: 5 years of experience in portfolio management, demand management, project management, or a related role in the healthcare or enterprise environment. Demonstrated ability to evaluate initiative readiness, facilitate intake discussions, and support strategic prioritization. Experience working cross-functionally in a matrixed organization and presenting findings to decision-makers. LICENSURE/CERTIFICATION/REGISTRY/LISTING: Preferred: PMP or Agile Scrum Master certification
    $111k-217k yearly est. Auto-Apply 16d ago
  • EPMO Portfolio Manager

    Cone Health 4.3company rating

    Greensboro, NC jobs

    The EPMO Portfolio Manager is a mid-level individual contributor role that supports the enterprise-wide portfolio intake, evaluation, and prioritization processes. The Portfolio Manager plays a key role in ensuring that project and program proposals are reviewed consistently and aligned to strategic objectives prior to advancing for governance decisions. This role collaborates closely with Finance, Strategy, IT, Operations, and other stakeholders to assess business needs, evaluate initiative readiness, and support governance forums with meaningful data and insights. The Portfolio Manager helps maintain portfolio discipline and transparency through effective intake facilitation, business case analysis, and alignment tracking. Facilitate the intake and pre-screening of new project and program requests, ensuring completeness, alignment to strategic priorities, and clarity of expected outcomes. Collaborate with requestors to refine business cases, define value propositions, and ensure readiness for governance review. Support the phase-gate process by coordinating inputs, advancing proposals, and capturing governance decisions. Partner with business and clinical leaders to understand strategic goals and ensure that submitted demands reflect organizational priorities. Build strong working relationships with sponsors and operational leads to promote transparency and alignment throughout the demand lifecycle. Contribute to portfolio-level dashboards and reports by gathering relevant demand and prioritization data. Track the status of proposed, in-review, and approved initiatives to support governance boards and decision-making processes. Monitor dependencies, constraints, and alignment across incoming demands. Participate in improvement efforts to refine intake processes, templates, and evaluation criteria. Stay informed of EPMO best practices and support enhancements in tools and methodologies to increase portfolio management maturity. Support annual planning cycles and prioritization workshops. Performs other duties as assigned. EDUCATION:Required: Bachelors degree in Business Administration, Healthcare Administration, Market Research, Math/Statistics, or related field. Preferred: Masters degree EXPERIENCE:Required: 5 years of experience in portfolio management, demand management, project management, or a related role in the healthcare or enterprise environment. Demonstrated ability to evaluate initiative readiness, facilitate intake discussions, and support strategic prioritization. Experience working cross-functionally in a matrixed organization and presenting findings to decision-makers. LICENSURE/CERTIFICATION/REGISTRY/LISTING:Preferred: PMP or Agile Scrum Master certification Equal Opportunity Employer At Cone Health, we strive to create a welcoming atmosphere that celebrates a diverse and unique workforce. We believe in offering equal opportunities for employment to all applicants and employees, regardless of their race, religion, age, sex, sexual orientation, gender identity, veteran's status, ethnicity, national origin, disability, color, or any other characteristic protected by law. Our hiring and employment choices are based on each individual's qualifications, skills and performance. We believe that by embracing the diversity of our team, we can better serve our patients, communities and each other.
    $111k-217k yearly est. 16d ago
  • Portfolio Manager (US)

    Maven 4.2company rating

    New York jobs

    We are seeking a portfolio manager with a deep understanding of a particular inefficiency they attempt to capture. They will have been heavily involved in the research of the strategy as well as its implementation, and are able to develop new strategies from idea to implementation. In addition, the PM will have a solid understanding of the dynamics of markets, and use these dynamics to display a qualitative appreciation of when their strategy performs well and poorly. Requirements: 3+ years experience as a PM, or 4-5 years as an assistant PM; Realised Sharpe >2.5; Display track record of strategy; Deep understanding of strategy; Strong coding skills; Strong researching skills; Masters or PHD in scientific subject.
    $128k-196k yearly est. Auto-Apply 60d+ ago
  • Grant Portfolio Manager

    Weill Cornell Medical College 4.3company rating

    New York, NY jobs

    Title: Grant Portfolio Manager Org Unit: RBM Administration Work Days: Monday-Friday Weekly Hours: 35.00 Exemption Status: Exempt Salary Range: $97,300.00 - $114,700.00 *As required under NYC Human Rights Law Int 1208-2018 - Salary range for this role when Hired for NYC Offices **Position Summary** Provides centralized administrative and financial support to Weill Cornell Medicine principal investigators in managing their research portfolios (both pre- and post- award activities). **Job Responsibilities** + Assists with the preparation and development of all administrative aspects of grant applications, including but not limited to budgets and budget justifications. Assists principal investigators with overall formatting of proposals for submission. + Assists principal investigators in preparation and submission of grant-related documentation, which may include supplemental materials; just-in-time documents; progress reports; advance account, no-cost extension and carryforward requests; and others. + Maintains repository of biosketches, support pages, and facilities & other resources forms. + Manages grant transfers for new and departing faculty. + Researches and recommends new funding opportunities for faculty. + Coordinates with the Office of Sponsored Research Administration for account set up. Verifies accuracy of budget information within the financial system. + Performs variance analysis of budgets and expenditures and resolves discrepancies. + Manages recruitment/start-up accounts and other discretionary accounts. Creates financial projections and suggests alternative spending plans to principal investigators. Prepares fiscal year personnel distribution reports for faculty. + Performs salary allocations and approves purchasing and accounts payable transactions. + Verifies grant account set-ups and audits budget/project periods information in financial systems. Performs subcontract set up and expense payment/tracking in conjunction with the contracts office and accounts payable. + Facilitates all reporting requirements. Advises faculty when reports/invoices are due and liaises with Grants and Contracting Accounting to reconcile accounts for timely reporting. Contributes to administrative sections of technical reports as applicable. + Ensures compliance of departmental research effort reporting activities. + Processes internal paperwork for routing of research-related agreements, including but not limited to Sponsored Research Agreements, Material Transfer Agreements, Data Use Agreements, and Non-Disclosure/Confidentiality Agreements. + Serves as liaision for the training of new staff. **Education** + Bachelor's Degree **Experience** Master's degree in business, public administration, or public health highly preferred. Approximately five years of related experience with grants management. Seven or more years of related experience is highly desired. Prior experience with federal and non-federal sponsored research regulations and policies, including pre-and post- award grant management is highly desired. Experience with a large variety of award mechanisms/funding instruments and sponsoring agencies is highly preferred. Active participant in a cross-functional administrative office setting highly preferred. **Knowledge, Skills and Abilities** + Demonstrated proficiency with MS Office Suite and database applications, especially MS Excel. + Demonstrated knowledge of accounting principles. + Customer service-oriented and ability to work in a team environment. + Emotionally intelligent and comfortable working with varied personalities. **Licenses and Certifications** **Working Conditions/Physical Demands** Standard office work Cornell welcomes students, faculty, and staff with diverse backgrounds from across the globe to pursue world-class education and career opportunities, to further the founding principle of "any person, any study." No person shall be denied employment on the basis of any legally protected status or subjected to prohibited discrimination involving, but not limited to, such factors as race, ethnic or national origin, citizenship and immigration status, color, sex, pregnancy or pregnancy-related conditions, age, creed, religion, actual or perceived disability (including persons associated with such a person), arrest and/or conviction record, military or veteran status, sexual orientation, gender expression and/or identity, an individual's genetic information, domestic violence victim status, familial status, marital status, or any other characteristic protected by applicable federal, state, or local law. Cornell University embraces diversity in its workforce and seeks job candidates who will contribute to a climate that supports students, faculty, and staff of all identities and backgrounds. We hire based on merit, and encourage people from historically underrepresented and/or marginalized identities to apply. Consistent with federal law, Cornell engages in affirmative action in employment for qualified protected veterans as defined in the Vietnam Era Veterans' Readjustment Assistance Act (VEVRRA) and qualified individuals with disabilities under Section 503 of the Rehabilitation Act. We also recognize a lawful preference in employment practices for Native Americans living on or near Indian reservations in accordance with applicable law.
    $97.3k-114.7k yearly 10d ago
  • Grant Portfolio Manager

    Weill Cornell Medicine 4.3company rating

    New York, NY jobs

    Title: Grant Portfolio Manager Org Unit: RBM Administration Work Days: Monday-Friday Weekly Hours: 35.00 Exemption Status: Exempt Salary Range: $97,300.00 - $114,700.00 * As required under NYC Human Rights Law Int 1208-2018 - Salary range for this role when Hired for NYC Offices Position Summary Provides centralized administrative and financial support to Weill Cornell Medicine principal investigators in managing their research portfolios (both pre- and post- award activities). Job Responsibilities * Assists with the preparation and development of all administrative aspects of grant applications, including but not limited to budgets and budget justifications. Assists principal investigators with overall formatting of proposals for submission. * Assists principal investigators in preparation and submission of grant-related documentation, which may include supplemental materials; just-in-time documents; progress reports; advance account, no-cost extension and carryforward requests; and others. * Maintains repository of biosketches, support pages, and facilities & other resources forms. * Manages grant transfers for new and departing faculty. * Researches and recommends new funding opportunities for faculty. * Coordinates with the Office of Sponsored Research Administration for account set up. Verifies accuracy of budget information within the financial system. * Performs variance analysis of budgets and expenditures and resolves discrepancies. * Manages recruitment/start-up accounts and other discretionary accounts. Creates financial projections and suggests alternative spending plans to principal investigators. Prepares fiscal year personnel distribution reports for faculty. * Performs salary allocations and approves purchasing and accounts payable transactions. * Verifies grant account set-ups and audits budget/project periods information in financial systems. Performs subcontract set up and expense payment/tracking in conjunction with the contracts office and accounts payable. * Facilitates all reporting requirements. Advises faculty when reports/invoices are due and liaises with Grants and Contracting Accounting to reconcile accounts for timely reporting. Contributes to administrative sections of technical reports as applicable. * Ensures compliance of departmental research effort reporting activities. * Processes internal paperwork for routing of research-related agreements, including but not limited to Sponsored Research Agreements, Material Transfer Agreements, Data Use Agreements, and Non-Disclosure/Confidentiality Agreements. * Serves as liaision for the training of new staff. Education * Bachelor's Degree Experience Master's degree in business, public administration, or public health highly preferred. Approximately five years of related experience with grants management. Seven or more years of related experience is highly desired. Prior experience with federal and non-federal sponsored research regulations and policies, including pre-and post- award grant management is highly desired. Experience with a large variety of award mechanisms/funding instruments and sponsoring agencies is highly preferred. Active participant in a cross-functional administrative office setting highly preferred. Knowledge, Skills and Abilities * Demonstrated proficiency with MS Office Suite and database applications, especially MS Excel. * Demonstrated knowledge of accounting principles. * Customer service-oriented and ability to work in a team environment. * Emotionally intelligent and comfortable working with varied personalities. Licenses and Certifications Working Conditions/Physical Demands Standard office work Cornell welcomes students, faculty, and staff with diverse backgrounds from across the globe to pursue world-class education and career opportunities, to further the founding principle of "any person, any study." No person shall be denied employment on the basis of any legally protected status or subjected to prohibited discrimination involving, but not limited to, such factors as race, ethnic or national origin, citizenship and immigration status, color, sex, pregnancy or pregnancy-related conditions, age, creed, religion, actual or perceived disability (including persons associated with such a person), arrest and/or conviction record, military or veteran status, sexual orientation, gender expression and/or identity, an individual's genetic information, domestic violence victim status, familial status, marital status, or any other characteristic protected by applicable federal, state, or local law. Cornell University embraces diversity in its workforce and seeks job candidates who will contribute to a climate that supports students, faculty, and staff of all identities and backgrounds. We hire based on merit, and encourage people from historically underrepresented and/or marginalized identities to apply. Consistent with federal law, Cornell engages in affirmative action in employment for qualified protected veterans as defined in the Vietnam Era Veterans' Readjustment Assistance Act (VEVRRA) and qualified individuals with disabilities under Section 503 of the Rehabilitation Act. We also recognize a lawful preference in employment practices for Native Americans living on or near Indian reservations in accordance with applicable law. Nearest Major Market: Manhattan Nearest Secondary Market: New York City
    $97.3k-114.7k yearly 9d ago
  • Business Services Portfolio Manager

    Centra Career 4.6company rating

    Jeffersonville, IN jobs

    Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members' financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you. Centra Credit Union has an exciting opportunity for a Business Services Portfolio Manager located in Columbus, Indiana or Jeffersonville, Indiana. The Business Services Portfolio Manager supports Business Services with new and existing loan portfolio production, approvals, management, and credit administration. This position is responsible for receiving, organizing, and cataloging financial records and relevant loan-related documentation and correspondence and serves as an active member of the Loan Committee. Spanish/English interpreters may be eligible for an interpreting differential. ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform. Supports Business Services in the administration of the commercial loan portfolio including ongoing documentation collection and support of business loan and deposit accounts, collection activities, new and existing credit files. Accurately and objectively analyzes information received at and following Member interviews and obtains proper credit request decisioning within approved lending limits and through proper approval channels. Assists the Credit Analyst in preparing accurate and timely financial statement spreads, cash flow analysis, and authoring credit approval memos with value-added analysis and commentary. Assists in the screening and interviewing of applicants to determine financial needs and creditworthiness. Assists production staff with preparation and completion of credit approval memos by providing value-added commentary, analysis, and other input, as necessary. Assists in the closing of loan and opening of business deposit accounts using proper documentation, obtaining required signatures and proper disbursement and/or transfer of funds. Participates in sales calls and in other correspondence with business members in the production of new and existing loans and deposit accounts, and with ongoing credit administration activities required to properly manage and maintain the portfolio. Participates in the business development activities of the Member-facing production staff for the purpose of fully learning and understanding the credit profile of borrowers while generating creditworthy, strategic loan growth for the Credit Union. Participates in community relations and activities to increase the Credit Union's visibility, involvement, and impact. Seeks new business and educational opportunities to further personal and professional development, enhancing credit, sales and administrative skills, knowledge, and experience. Maintains an active role in various committees, including loan committee. Cross-sells and makes referrals for additional financial services of the Credit Union to Members. EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED): Bachelor's Degree in Related Field Three years to five years of similar or related experience, including preparatory experience. Centra Credit Union is an Equal Opportunity Employer.
    $90k-163k yearly est. 60d+ ago
  • Procurement Portfolio Manager (Electronics Contract Manufacturing)

    Penumbra 4.4company rating

    Alameda, CA jobs

    The Procurement Portfolio Manager is responsible for leading the development and implementation of sourcing strategies that deliver cost efficiencies, supply assurance, risk mitigation, and quality in the procurement of materials and services for a given product portfolio. The Procurement Portfolio Manager will ensure procurement strategies, processes, and program executions are fully integrated to support internal business plans and company objectives. They will actively collaborate with stakeholders to identify and manage a key supply base that supports both current and future product needs. This role will at times give directions to Portfolio Leads and other Procurement team members and help develop their abilities in this space. This role is expected to help identify and evaluate suppliers, develop strategic supplier relationships, negotiate terms and conditions, and continuously drive improved supplier service levels. Experience with managing Electronics Manufacturing Services / Electronics Contract Manufacturing suppliers is a plus. Specific Duties and Responsibilities: • Identifies business needs of the product portfolio and develops business-level partnerships. • Collaborates with Operations Product/Portfolio Leadership to ensure business needs are met. • Develops supplier strategies in alignment with the business partner priorities/requirements and business growth objectives. • Manages the strategic sourcing activities for a Penumbra product portfolio to ensure supply continuity and deliver efficiencies in spending. • Builds, optimizes, and measures annual savings plan goals. • Establishes, analyzes, and reports business analytics, KPIs, and customer satisfaction criteria for procurement. • Establishes and maintains a supplier landscape, manages the contracting processes for MSAs, Supply Agreements, and maintains adherence to the processes. • Manages supplier engagements to improve performance, optimize costs, and contract appropriately to ensure supply continuity. • Execute and maintain key sourcing relationships that provide year-over-year benefits to quality, response time, technology, risk, and total cost. • Lead regular business reviews with suppliers and Penumbra stakeholders. • Takes a proactive position to identify and mitigate supply risks within the portfolio supported. • Develop strategic roadmaps for assigned portfolio ensuring suppliers are capable of meeting current and future business requirements. • Establish supplier selection criteria, evaluate alternative suppliers, and drive final supplier selection in partnership with R&D, Operational Procurement, Mfg. Engineering, Quality, and other cross-functional partners. • Responsible for understanding the benefits and costs of supply chain options and leveraging that knowledge to drive strategic discussions and decisions. • Leverages knowledge of suppliers, supply base, and market conditions to recommend actions favorable to the business. • Supplier Relationship Manager for assigned suppliers requiring careful oversight and management. • Clearly communicates status and performance to various levels within Penumbra. • May manage one or more Procurement employees. • Selects, manages, trains, and develops staff as required. • Establishes objectives and assignments and provides ongoing feedback through performance reviews and development plans. • Adhere to the Company's Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures. • Understand relevant security, privacy, and compliance principles and adhere to the regulations, standards, and procedures that are applicable to the Company. • Ensure other members of the department follow the QMS, regulations, standards, and procedures. • Perform other work-related duties as assigned. Position Qualifications Required• Bachelor's degree or equivalent with 8+ years of sourcing or commodity management experience in the medical device, pharmaceutical, or biotechnology industry; or an equivalent combination of education and experience. • Excellent written and oral communication skills, excellent spreadsheet, presentation, and word processor skills. • Experience in managing strategic sourcing strategies, negotiating long-term agreements and contracts. • Team player with excellent influencing and collaboration skills. • Ability to communicate effectively with senior management, internally, and externally. Position Qualifications Desired• Experience with managing Electronics Manufacturing Services / Electronics Contract Manufacturing suppliers is a plus. • Experience in direct materials sourcing desired. Working Conditions • General office environment, shipping/receiving, laboratory, and cleanroom environments. • Willingness and ability to work on site. • May have business travel from 10% - 25% • Potential exposure to blood-borne pathogens. • Requires some lifting and moving of up to 25 pounds. • Must be able to move between buildings and floors. • Must be able to remain stationary and use a computer or other standard office equipment, such as a printer or copy machine, for an extensive period of time each day. • Must be able to read, prepare emails, and produce documents and spreadsheets. • Must be able to move within the office and access file cabinets or supplies, as needed. • Must be able to communicate and exchange accurate information with employees at all levels on a daily basis. Annual Base Salary Range: $157,000 to $194,000We offer a competitive compensation package plus a benefits and equity program, when applicable. Individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. What We Offer•A collaborative teamwork environment where learning is constant, and performance is rewarded.•The opportunity to be part of the team that is revolutionizing the treatment of some of the world's most devastating diseases.•A generous benefits package for eligible employees that includes medical, dental, vision, life, AD&D, short and long-term disability insurance, 401(k) with employer match, an employee stock purchase plan, paid parental leave, eleven paid company holidays per year, a minimum of fifteen days of accrued vacation per year, which increases with tenure, and paid sick time in compliance with applicable law(s). Penumbra, Inc., headquartered in Alameda, California, is a global healthcare company focused on innovative therapies. Penumbra designs, develops, manufactures, and markets novel products and has a broad portfolio that addresses challenging medical conditions in markets with significant unmet need. Penumbra sells its products to hospitals and healthcare providers primarily through its direct sales organization in the United States, most of Europe, Canada, and Australia, and through distributors in select international markets. The Penumbra logo is a trademark of Penumbra, Inc. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability, military or veteran status, or any other characteristic protected by federal, state, or local laws. If you reside in the State of California, please also refer to Penumbra's Privacy Notice for California Residents. For additional information on Penumbra's commitment to being an equal opportunity employer, please see Penumbra's AAP Policy Statement.
    $157k-194k yearly Auto-Apply 14d ago
  • Procurement Portfolio Manager (Electronics Contract Manufacturing)

    Penumbra Inc. 4.4company rating

    Alameda, CA jobs

    The Procurement Portfolio Manager is responsible for leading the development and implementation of sourcing strategies that deliver cost efficiencies, supply assurance, risk mitigation, and quality in the procurement of materials and services for a given product portfolio. The Procurement Portfolio Manager will ensure procurement strategies, processes, and program executions are fully integrated to support internal business plans and company objectives. They will actively collaborate with stakeholders to identify and manage a key supply base that supports both current and future product needs. This role will at times give directions to Portfolio Leads and other Procurement team members and help develop their abilities in this space. This role is expected to help identify and evaluate suppliers, develop strategic supplier relationships, negotiate terms and conditions, and continuously drive improved supplier service levels. Experience with managing Electronics Manufacturing Services / Electronics Contract Manufacturing suppliers is a plus. Specific Duties and Responsibilities: * Identifies business needs of the product portfolio and develops business-level partnerships. * Collaborates with Operations Product/Portfolio Leadership to ensure business needs are met. * Develops supplier strategies in alignment with the business partner priorities/requirements and business growth objectives. * Manages the strategic sourcing activities for a Penumbra product portfolio to ensure supply continuity and deliver efficiencies in spending. * Builds, optimizes, and measures annual savings plan goals. * Establishes, analyzes, and reports business analytics, KPIs, and customer satisfaction criteria for procurement. * Establishes and maintains a supplier landscape, manages the contracting processes for MSAs, Supply Agreements, and maintains adherence to the processes. * Manages supplier engagements to improve performance, optimize costs, and contract appropriately to ensure supply continuity. * Execute and maintain key sourcing relationships that provide year-over-year benefits to quality, response time, technology, risk, and total cost. * Lead regular business reviews with suppliers and Penumbra stakeholders. * Takes a proactive position to identify and mitigate supply risks within the portfolio supported. * Develop strategic roadmaps for assigned portfolio ensuring suppliers are capable of meeting current and future business requirements. * Establish supplier selection criteria, evaluate alternative suppliers, and drive final supplier selection in partnership with R&D, Operational Procurement, Mfg. Engineering, Quality, and other cross-functional partners. * Responsible for understanding the benefits and costs of supply chain options and leveraging that knowledge to drive strategic discussions and decisions. * Leverages knowledge of suppliers, supply base, and market conditions to recommend actions favorable to the business. * Supplier Relationship Manager for assigned suppliers requiring careful oversight and management. * Clearly communicates status and performance to various levels within Penumbra. * May manage one or more Procurement employees. * Selects, manages, trains, and develops staff as required. * Establishes objectives and assignments and provides ongoing feedback through performance reviews and development plans. * Adhere to the Company's Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures. * Understand relevant security, privacy, and compliance principles and adhere to the regulations, standards, and procedures that are applicable to the Company. * Ensure other members of the department follow the QMS, regulations, standards, and procedures. * Perform other work-related duties as assigned. Position Qualifications Required * Bachelor's degree or equivalent with 8+ years of sourcing or commodity management experience in the medical device, pharmaceutical, or biotechnology industry; or an equivalent combination of education and experience. * Excellent written and oral communication skills, excellent spreadsheet, presentation, and word processor skills. * Experience in managing strategic sourcing strategies, negotiating long-term agreements and contracts. * Team player with excellent influencing and collaboration skills. * Ability to communicate effectively with senior management, internally, and externally. Position Qualifications Desired * Experience with managing Electronics Manufacturing Services / Electronics Contract Manufacturing suppliers is a plus. * Experience in direct materials sourcing desired. Working Conditions * General office environment, shipping/receiving, laboratory, and cleanroom environments. * Willingness and ability to work on site. * May have business travel from 10% - 25% * Potential exposure to blood-borne pathogens. * Requires some lifting and moving of up to 25 pounds. * Must be able to move between buildings and floors. * Must be able to remain stationary and use a computer or other standard office equipment, such as a printer or copy machine, for an extensive period of time each day. * Must be able to read, prepare emails, and produce documents and spreadsheets. * Must be able to move within the office and access file cabinets or supplies, as needed. * Must be able to communicate and exchange accurate information with employees at all levels on a daily basis. Annual Base Salary Range: $157,000 to $194,000 We offer a competitive compensation package plus a benefits and equity program, when applicable. Individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. What We Offer * A collaborative teamwork environment where learning is constant, and performance is rewarded. * The opportunity to be part of the team that is revolutionizing the treatment of some of the world's most devastating diseases. * A generous benefits package for eligible employees that includes medical, dental, vision, life, AD&D, short and long-term disability insurance, 401(k) with employer match, an employee stock purchase plan, paid parental leave, eleven paid company holidays per year, a minimum of fifteen days of accrued vacation per year, which increases with tenure, and paid sick time in compliance with applicable law(s). Penumbra, Inc., headquartered in Alameda, California, is a global healthcare company focused on innovative therapies. Penumbra designs, develops, manufactures, and markets novel products and has a broad portfolio that addresses challenging medical conditions in markets with significant unmet need. Penumbra sells its products to hospitals and healthcare providers primarily through its direct sales organization in the United States, most of Europe, Canada, and Australia, and through distributors in select international markets. The Penumbra logo is a trademark of Penumbra, Inc. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability, military or veteran status, or any other characteristic protected by federal, state, or local laws. If you reside in the State of California, please also refer to Penumbra's Privacy Notice for California Residents. For additional information on Penumbra's commitment to being an equal opportunity employer, please see Penumbra's AAP Policy Statement.
    $157k-194k yearly 15d ago
  • Portfolio Analytics Lead

    Genentech 4.5company rating

    South San Francisco, CA jobs

    We advance science so that we all have more time with the people we love. The Portfolio Analytics Lead in Genentech Research and Early Development (gRED) Early Clinical Development Informatics (ECDi) Data Intelligence (DI) team is a strategic thought partner to key stakeholders and an integral contributor to the company's clinical operational planning efforts. The role contributes to an integrated Clinical Operations Plan (iCOP) which is used to guide end-to-end, cross-business unit, Clinical Operations planning and strategies at the disease area (DA) level. The role provides strategic operational insights with their capabilities in the following areas: forecasting, landscape analysis, advanced data analysis, and project management, to support Clinical Operations and management for effective data-driven decision making. This role participates and leads in global workgroups and initiatives to define cross-business unit best practice for processing, analyzing, generating actionable insights, and presenting data in innovative and consumable ways to address inquiries, as well as to support business planning and strategies. The Opportunity: ● Work with cross-business unit Clinical Operations DA level workgroups (e.g., iCOP team), Clinical Operations leaders, project/study teams, lifecycle teams to understand business needs and priorities, as well as immediate scope of work. ● Deliver integrated insights and analytics, trade-off analyses, and risk assessment to enable optimization of patient recruitment strategies, country footprint, and clinical site selection at DA level in addition to for study teams and ECD Clinical Operations management. ● Proactively partner with relevant stakeholders to assess the health of the portfolio and identify opportunities to expedite evidence generation and to accelerate the delivery of studies and product launches. ● Utilizes state-of-art methodologies (including predictive modeling, ML/AI and scalable prototypes) and tools to analyze complex data (Real World Data and internal data) and interpret analysis of results to measure project/study performance and guide portfolio-level decisions efficiently. ● Take the initiative in identifying, interpreting, and communicating the effects that trial design elements, country and site selection, competitor activities and new engagement tactics will have on clinical trial recruitment and retention forecasts. ● Lead relevant data science and analytics projects, manage the implementation of the product development cycle, and ensure the success of the product. ● Actively lead/participate in related cross-functional communities and collaborate with subject matter experts (SMEs) from cross-business units in global workstreams. Through analytics expertise and deep technical knowledge, contribute to the creation and implementation of globally aligned strategies and tools. ● Identify potential opportunities for continuous improvement; engage managers and peer groups regularly for coaching, assistance, and advocacy. ● Lead and coach junior team members. ● Consult with IT service and data governance teams to clarify data needs. Lead internal and/or external team members to acquire, aggregate and curate data and information. Who You Are: ● Bachelor's degree in Data Science, Mathematics, Statistics, Computer Science, Life Sciences, Public Health, or a related field; Graduate-level degree preferred. ● 7+ years of experience with Bachelors; 5+ years of work experience with Masters; 3+ years of work experience with PhD, in the following areas: Patient Insights, Investigator Insights, Forecasting, Competitive Intelligence, Advanced Data Analytics, Information Visualization, and Data Science in Clinical Operations in the pharmaceutical/biotech industry. ● Strong proven experience working with and engaging Clinical Operations stakeholders, and acting as a strategic thought partner to teams. ● Experience of leading/working with SMEs from cross-business units to understand and diagnose business problems, as well as using data driven methods to analyze and solve business situations. ● Experience with scripting and analytical programming preferred (e.g., Python, R, SQL, JavaScript, or other JavaScript-based libraries) ● Knowledge of snowflake/cloud, architecture, and data modeling concepts preferred. Experience with various forecasting methods and techniques strongly preferred. ● Record of portfolio management experience and effectively leading/working in a matrix environment with team members using influence without authority. Able to multi-task and re-prioritize work on short notice, able to lean in and manage through change. ● Persuasive written and verbal communication skills, easily communicating complex ideas. Strong interpersonal skills and a consultative mindset, with the ability to develop strong partnerships. Relocation benefits are not available for this posting. Onsite presence, on our South San Francisco campus, is expected for at least 3 days a week. The expected salary range for this position based on the primary location of South San Francisco, California is $148,100 - $275,000. Actual pay will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by law. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for the benefits detailed at the link provided below. Benefits #LI-JD1 #ECD Genentech is an equal opportunity employer. It is our policy and practice to employ, promote, and otherwise treat any and all employees and applicants on the basis of merit, qualifications, and competence. The company's policy prohibits unlawful discrimination, including but not limited to, discrimination on the basis of Protected Veteran status, individuals with disabilities status, and consistent with all federal, state, or local laws. If you have a disability and need an accommodation in relation to the online application process, please contact us by completing this form Accommodations for Applicants.
    $148.1k-275k yearly Auto-Apply 60d+ ago
  • Portfolio Analytics Lead

    Genentech 4.5company rating

    South San Francisco, CA jobs

    ** We advance science so that we all have more time with the people we love. The Portfolio Analytics Lead in Genentech Research and Early Development (gRED) Early Clinical Development Informatics (ECDi) Data Intelligence (DI) team is a strategic thought partner to key stakeholders and an integral contributor to the company's clinical operational planning efforts. The role contributes to an integrated Clinical Operations Plan (iCOP) which is used to guide end-to-end, cross-business unit, Clinical Operations planning and strategies at the disease area (DA) level. The role provides strategic operational insights with their capabilities in the following areas: forecasting, landscape analysis, advanced data analysis, and project management, to support Clinical Operations and management for effective data-driven decision making. This role participates and leads in global workgroups and initiatives to define cross-business unit best practice for processing, analyzing, generating actionable insights, and presenting data in innovative and consumable ways to address inquiries, as well as to support business planning and strategies. **The Opportunity:** ● Work with cross-business unit Clinical Operations DA level workgroups (e.g., iCOP team), Clinical Operations leaders, project/study teams, lifecycle teams to understand business needs and priorities, as well as immediate scope of work. ● Deliver integrated insights and analytics, trade-off analyses, and risk assessment to enable optimization of patient recruitment strategies, country footprint, and clinical site selection at DA level in addition to for study teams and ECD Clinical Operations management. ● Proactively partner with relevant stakeholders to assess the health of the portfolio and identify opportunities to expedite evidence generation and to accelerate the delivery of studies and product launches. ● Utilizes state-of-art methodologies (including predictive modeling, ML/AI and scalable prototypes) and tools to analyze complex data (Real World Data and internal data) and interpret analysis of results to measure project/study performance and guide portfolio-level decisions efficiently. ● Take the initiative in identifying, interpreting, and communicating the effects that trial design elements, country and site selection, competitor activities and new engagement tactics will have on clinical trial recruitment and retention forecasts. ● Lead relevant data science and analytics projects, manage the implementation of the product development cycle, and ensure the success of the product. ● Actively lead/participate in related cross-functional communities and collaborate with subject matter experts (SMEs) from cross-business units in global workstreams. Through analytics expertise and deep technical knowledge, contribute to the creation and implementation of globally aligned strategies and tools. ● Identify potential opportunities for continuous improvement; engage managers and peer groups regularly for coaching, assistance, and advocacy. ● Lead and coach junior team members. ● Consult with IT service and data governance teams to clarify data needs. Lead internal and/or external team members to acquire, aggregate and curate data and information. **Who You Are:** ● Bachelor's degree in Data Science, Mathematics, Statistics, Computer Science, Life Sciences, Public Health, or a related field; Graduate-level degree preferred. ● 7+ years of experience with Bachelors; 5+ years of work experience with Masters; 3+ years of work experience with PhD, in the following areas: Patient Insights, Investigator Insights, Forecasting, Competitive Intelligence, Advanced Data Analytics, Information Visualization, and Data Science in Clinical Operations in the pharmaceutical/biotech industry. ● Strong proven experience working with and engaging Clinical Operations stakeholders, and acting as a strategic thought partner to teams. ● Experience of leading/working with SMEs from cross-business units to understand and diagnose business problems, as well as using data driven methods to analyze and solve business situations. ● Experience with scripting and analytical programming preferred (e.g., Python, R, SQL, JavaScript, or other JavaScript-based libraries) ● Knowledge of snowflake/cloud, architecture, and data modeling concepts preferred. Experience with various forecasting methods and techniques strongly preferred. ● Record of portfolio management experience and effectively leading/working in a matrix environment with team members using influence without authority. Able to multi-task and re-prioritize work on short notice, able to lean in and manage through change. ● Persuasive written and verbal communication skills, easily communicating complex ideas. Strong interpersonal skills and a consultative mindset, with the ability to develop strong partnerships. Relocation benefits are not available for this posting. Onsite presence, on our South San Francisco campus, is expected for at least 3 days a week. The expected salary range for this position based on the primary location of South San Francisco, California is $148,100 - $275,000. Actual pay will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by law. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for the benefits detailed at the link provided below. Benefits (**************************************************** \#LI-JD1 \#ECD Genentech is an equal opportunity employer. It is our policy and practice to employ, promote, and otherwise treat any and all employees and applicants on the basis of merit, qualifications, and competence. The company's policy prohibits unlawful discrimination, including but not limited to, discrimination on the basis of Protected Veteran status, individuals with disabilities status, and consistent with all federal, state, or local laws. If you have a disability and need an accommodation in relation to the online application process, please contact us by completing this form Accommodations for Applicants (***************************************************************************************************** .
    $148.1k-275k yearly 60d+ ago
  • Portfolio Manager

    CCMC 4.7company rating

    Scottsdale, AZ jobs

    Job Description Do you love helping new communities grow? Are you looking for a company that values its employees and is committed to their career growth? We're CCMC, a community management company specializing in large-scale communities. Our vision of revolutionizing the industry by inspiring a resident-centric focus is brought to life by our core values of Integrity, Respect, Service, and Community. This position is not your average portfolio - you will oversee just a few communities and will be in a unique position to develop and grow the management style and teams associated with new communities in the market, including those under declarant control. These are new communities and are under declarant control and will eventually transition to an on-site manager. This is a highly visible position that is integral to the successful working relationship with our clients. What you'll accomplish: Serve in a key community leadership role to enhance the resident experience Oversee daily operations, management, association direction, and maintenance of assets Utilize staff and vendor resources to execute board directives and community goals Retain the community vision through CC&Rs and design review Serve as an advisor to the board for long-term planning, goalsetting, and policymaking guidance Create, administer, and monitor operating and reserve budgets, and prepare variance reports Supervise, develop, and motivate any current or future site staff Build connections and opportunities that maintain a true sense of community What we're looking for: CMCA (Certified Manager of Community Associations) credential and three years of progressive experience in Association management Preferred candidates will have working knowledge of amenity management and service expectations of vendors and providers This team member will need to work effectively with a diverse team of boards and CCMC team members. Extensive knowledge of laws and guidelines governing the operation of community associations and governing documents (highly preferred) CAM license preferred (Required in Florida, Georgia and Nevada within 90 days of hire) Must pass a pre-employment drug screen and background check If driving is, or becomes, a requirement of the role, it is required, at all times, that you hold a valid state driver's license for the class of vehicle you are driving, maintain a clean motor vehicle report, and hold current automobile insurance at statutory limits. You must notify Human Resources immediately regarding any change to your motor vehicle standing. CCMC may periodically review motor vehicle reports to ensure compliance with these requirements. The physical requirements can vary, but generally, they may include: Mobility: Ability to walk the grounds long distances in various weather conditions. Lifting and Carrying: Occasionally lifting and carrying supplies or equipment up to 25 pounds. Extended Sitting or Standing: Capability to sit or stand for extended periods during meetings or events. Manual Dexterity: Skills in using technology, including computers and mobile devices. Driving: Ability to operate vehicle to perform certain job functions. (Please note: We will request and review an MVR at the time of hire and on a periodic basis thereafter to ensure that employees maintain a satisfactory driving status.) We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodations during the application process or in performing the job duties as described in the posting, please email ****************** so we can review next steps together. What we offer: • Comprehensive benefits package including medical, dental, and vision • Wellness program • Flexible Spending Accounts • Company-matching 401k contributions • Paid time off for vacation, holidays, medical, and volunteering • Paid parental leave • Training and educational assistance • Support programs, including Employee Assistance Program and Calm Health • Optional benefits including short- and long-term disability, life insurance, and pet insurance • Most importantly, a caring team who is dedicated to your success!
    $126k-216k yearly est. Easy Apply 17d ago
  • Manager Innovation Portfolio

    Ann & Robert H. Lurie Children's Hospital of Chicago 4.3company rating

    North Chicago, IL jobs

    Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children's Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report. Location Simpson Querrey Biomedical Research Center Job Description About the Consortium for Technology & Innovation in Pediatrics (CTIP) The Consortium for Technology & Innovation in Pediatrics (CTIP) is a pediatric medical device accelerator centered at Lurie Children's Hospital. Established in 2011 and funded by the FDA's Pediatric Device Consortia program, CTIP supports the development, commercialization, and clinical adoption of innovative medical devices that address unmet needs for children. CTIP's unique model engages clinicians, engineers, regulators, industry leaders, and patient advocates to help early-stage innovators overcome barriers in MedTech development. CTIP's portfolio spans more than 100 startups and academic projects across the United States, with projects ranging from concept-stage technologies to commercially available devices. Through funding, strategic guidance, and a national ecosystem of partners, CTIP accelerates device innovation from idea to impact. The Portfolio Manager will play a central role in managing CTIP's diverse portfolio of medical device innovators, with a special focus on projects funded through the Additional Ventures x CTIP Partnership, a new multi-year initiative to support device innovation for single ventricle congenital heart disease. This individual will oversee milestone-driven projects, provide operational and strategic support to innovators, and serve as a key liaison between CTIP leadership, Additional Ventures, and external stakeholders. The role requires a balance of program management skills, scientific/technical literacy, and the ability to navigate the complexities of medical device development across both pediatric and adult populations. We are seeking a candidate with prior work in early-stage medical device development, whether within startups, academic programs, or industry, with demonstrated understanding of how innovations progress from concept through prototyping, preclinical validation, and early regulatory interactions. Experience working with technology in organ systems relevant to single ventricle heart disease, including cardiovascular, lymphatic, hepatic, renal, musculoskeletal, and neurologic systems. Familiarity with the unique challenges of developing Class III or other high-risk medical devices, including regulatory strategy, reimbursement pathways, and commercialization considerations. Proven ability to bridge perspectives across clinicians, engineers, researchers, and business leaders to accelerate innovation. Essential Job Functions: Facilitate Innovators through our I2I Stage Gate Process. Solicit and hold first conversation with physicians, nurses and bench scientists (aka Innovators) about their idea. Assisting in filing of Intellectual Property Disclosures, with INVO. Assess technical idea feasibility by working with Innovators and external parties (such as prototyping and product development firms). Assess idea value by researching market, and regulatory feasibility/pathway. Facilitate process of agreements with outside parties as follows: Confidentiality Agreements with vendors Confidentiality and License agreements with potential licensees Prepare marketing pitch decks to assist with idea promotion Create financial spreadsheets to assist leaders in making decisions about specific projects. May manage and direct other employee(s) work. Other job functions as assigned. Knowledge, Skills and Abilities: Education required - BS in Engineering or Science Preferred: Biomedical Engineering B.S Preferred: Advanced Degree such as an MBA Certification/Licensure/Registration: N/A Years of Relevant Experience: 10 years Computer Skills: Microsoft Suite, including MS Teams Knowledge of Artificial Intelligence as applied to health care and intellectual property. Medical device/drug development knowledge. Clinical background in patient care. Experience in licensing or other deal making. Familiar with regulatory aspects of healthcare product development. Familiar with Intellectual Property basics. Education Bachelor's Degree (Required) Pay Range $83,200.00-$137,280.00 Salary At Lurie Children's, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children's offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits. Benefit Statement For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes: Medical, dental and vision insurance Employer paid group term life and disability Employer contribution toward Health Savings Account Flexible Spending Accounts Paid Time Off (PTO), Paid Holidays and Paid Parental Leave 403(b) with a 5% employer match Various voluntary benefits: Supplemental Life, AD&D and Disability Critical Illness, Accident and Hospital Indemnity coverage Tuition assistance Student loan servicing and support Adoption benefits Backup Childcare and Eldercare Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members Discount on services at Lurie Children's facilities Discount purchasing program There's a Place for You with Us At Lurie Children's, we embrace and celebrate building a team with a variety of backgrounds, skills, and viewpoints - recognizing that different life experiences strengthen our workplace and the care we provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care. Lurie Children's and its affiliates are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law. Support email: ***********************************
    $83.2k-137.3k yearly Auto-Apply 60d+ ago
  • Manager Innovation Portfolio

    Ann & Robert H. Lurie Children's Hospital of Chicago 4.3company rating

    North Chicago, IL jobs

    Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children's Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report. Location Simpson Querrey Biomedical Research Center Job Description Ann & Robert H. Lurie Children's Hospital of Chicago and Stanley Manne Children's Research Institute foster a vibrant culture of innovation, research, scholarship, and education aimed at advancing knowledge and technologies that promote the health and well-being of children and their families. The Innovate2Impact (I2I) Program supports many forms of innovation within the hospital and research institute, with a focus on sustainable, scalable solutions that drive meaningful impact in pediatric health. This position will manage a portfolio of medical device and digital health innovations within the I2I program, encompassing technologies developed by Lurie Children's innovators as well as those originating from external partners. The Portfolio Manager will be responsible for sourcing and evaluating new projects, providing internal support and oversight for active projects, and cultivating external relationships and partnerships to advance the technologies. As a core member of the small and agile I2I team, the Portfolio Manager will contribute to many program-specific and organization-wide initiatives that promote innovation and translational impact. Success in this role requires a balance of program management expertise, scientific and clinical literacy, and the ability to navigate the operational landscape of both the hospital and research institute. The ideal candidate will be skilled in industry engagement and business development, with experience interacting with startups, medtech companies, and other organizations in the healthcare innovation ecosystem. This role encompasses intellectual property and technology transfer work, along with negotiation and management of licenses and other contracts. We are seeking a candidate with hands-on experience in healthcare technology development, whether in startups, academic programs, or industry settings. A demonstrated understanding of the innovation process is essential. The candidate should have a proven ability to bridge perspectives across clinicians, engineers, researchers, and business leaders to drive projects forward and accelerate innovation. Knowledge, Skills and Abilities: Education - BS in Engineering or Science Preferable: Biomedical Engineering B.S Preferable: Advanced Degree such as an MBA Certification/Licensure/Registration: N/A Years of Relevant Experience: 10 years Computer Skills: Microsoft Suite, including MS Teams Equipment: N/A Other Skills (all are preferable, unlikely a single candidate will have this entire background). Knowledge of Artificial Intelligence as applied to health care and intellectual property. medical device/drug development knowledge. clinical background in patient care. experience in licensing or other deal making. familiar with regulatory aspects of healthcare product development. Familiar with Intellectual Property basics. Essential Job Functions: Facilitate Innovators through our I2I Stage Gate Process. Solicit and hold first conversation with physicians, nurses and bench scientists (aka Innovators) about their idea. Assisting in filing of Intellectual Property Disclosures, with INVO. Assess technical idea feasibility by working with Innovators and external parties (such as prototyping and product development firms). Assess idea value by researching market, and regulatory feasibility/pathway. Facilitate process of agreements with outside parties as follows: Confidentiality Agreements with vendors Confidentiality and License agreements with potential licensees Prepare marketing pitch decks to assist with idea promotion Create financial spreadsheets to assist leaders in making decisions about specific projects. May manage and direct other employee(s) work. Other job functions as assigned. Education Bachelor's Degree (Required) Pay Range $83,200.00-$137,280.00 Salary At Lurie Children's, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children's offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits. Benefit Statement For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes: Medical, dental and vision insurance Employer paid group term life and disability Employer contribution toward Health Savings Account Flexible Spending Accounts Paid Time Off (PTO), Paid Holidays and Paid Parental Leave 403(b) with a 5% employer match Various voluntary benefits: Supplemental Life, AD&D and Disability Critical Illness, Accident and Hospital Indemnity coverage Tuition assistance Student loan servicing and support Adoption benefits Backup Childcare and Eldercare Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members Discount on services at Lurie Children's facilities Discount purchasing program There's a Place for You with Us At Lurie Children's, we embrace and celebrate building a team with a variety of backgrounds, skills, and viewpoints - recognizing that different life experiences strengthen our workplace and the care we provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care. Lurie Children's and its affiliates are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law. Support email: ***********************************
    $83.2k-137.3k yearly Auto-Apply 60d+ ago
  • 0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Retirement System (0922) (158675)

    Zuckerberg San Francisco General 3.9company rating

    San Francisco, CA jobs

    Who We Are The San Francisco Employees' Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees' Retirement System serves more than 75,000 active, vested, and retired employees of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual investment plan, the investment team deploys capital with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities and performance of external investment managers. Application Opening: October 25,2025 Application Deadline: Open Until Filled Salary: $134,576 and $171,834 annually Recruitment ID: RTF0158674-01128745 This job announcement will not close before December 31, 2025 . Interested applicants are encouraged to apply as soon as possible. Appointment Type This permanent exempt position is excluded by the Charter from the competitive Civil Service Examination process and shall serve at the discretion of the Appointing Officer. Job Description What We're Looking For The Investment Officer of Sustainable Investing and Stewardship “IO” assists in the management of SFERS' Sustainable Investing and Stewardship programs under direction of the Director of Sustainable Investing and Stewardship. The IO is responsible for the following and will keep senior investment staff informed on the relevant issues: Assists in analyzing sustainability and corporate governance risks and opportunities that may affect the SFERS portfolio. Prepares reports on emerging sustainable investing and corporate governance-related regulation, public policy, and other trends in the market related to sustainable and responsible investing. Performs regular sustainable investing due diligence on existing and prospective investment managers. Provides sustainable investing-related analysis and written reports to support investment recommendations and performance reports. Assists in securing relevant quantitative data and information on sustainable investing subject matter. Assists in conducting investment stewardship activities such as engaged with underlying companies in the SFERS portfolio and executing proxy votes according to corporate governance principles and proxy voting guidelines. Assists in periodic assessment and reporting of cross organizational sustainable investing, corporate governance, and investment stewardship activities, including annual Principles for Responsible Investment (PRI) reporting. Takes direction from senior investment staff and completes assigned tasks accurately and on time. Responsible for representing SFERS with distinction and class to external investment managers and other stakeholders. Qualifications Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, environmental sciences, sustainability, or similar field; AND Three (3) years of investing and/or sustainability and/or investment stewardship experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting/services firm. Substitution Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar field or possession of the Chartered Financial Analyst designation may be substituted for an undergraduate degree in a different field than described above. Two (2) years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in assets, or seven years of such responsibility at a firm of any size, may substituted for an undergraduate degree in a different field than described above. How to Stand Out Desirable Qualifications: Knowledge and prior experience with sustainable investing and stewardship concepts, specifically conducting fundamental research and/or evaluating sustainable investing performance of external investment managers in public equity, fixed income, and/or private market strategies. Experience in understanding sophisticated relevant investment strategies and concepts, such as sustainable or impact investing approach across a range of asset classes. Expertise in relevant data systems such as MSCI ESG Manager, Sustainalytics Global Access, Glass Lewis ViewPoint, and others. Prior experience in investment stewardship and corporate governance including proxy voting and engaging companies on sustainability matters. Subject matter expertise in climate change as it relates to investment management. Strong organizational and analytical skills with a demonstrated proficiency in Microsoft Excel, Word, and PowerPoint. Experience with Evestment, Caissa, Style Analytics, StyleAdvisor, and Bloomberg Terminal. Strong writing and presentation skills with a genuine interest in the subject matter. Strong interpersonal and communication skills (written and verbal). Excellent attention to detail and committed to delivering the highest quality work. Ability to work in a fast-paced environment and under the pressure of tight deadlines. Ability to effectively prioritize and handle multiple, time-sensitive tasks. Highly self-motivated and hardworking with an ability to work and think independently as well as in a collaborative, team-oriented environment. High level of professionalism and with an ability to build networks and positive working relationships with key internal and external contacts. Sound judgment, integrity, and personal values. The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring. VERIFICATION Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at *************************************************** . Note : Falsifying one's education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco. All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications. Resumes will not be accepted in lieu of a completed City and County of San Francisco application. Applications completed improperly may be cause for ineligibility, disqualification, or may lead to lower scores. SELECTION PROCEDURES Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates' qualifications. Only those applicants who most closely meet the needs to the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement in the selection process. Additional Information Information About The Hiring Process Conviction History Employee Benefits Overview Equal Employment Opportunity Disaster Service Worker ADA Accommodation Seniority Credit in Promotional Exams Veterans Preference Right to Work Copies of Application Documents Diversity Statement HOW TO APPLY All applicants must submit a resume and completed job application (all sections, including Experience and Education, must be completed) in order to be considered. Resumes will not be taken as a substitute for completing the application. Applications for City and County of San Francisco jobs are only accepted through an online process. Visit careers.sf.gov and begin the application process. Select the “I'm Interested” button and follow instructions on the screen Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, ************************). Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received . If you have any questions regarding this recruitment or application process, please contact the recruitment analyst, Michael Nettles, at [email protected] . The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.
    $134.6k-171.8k yearly Easy Apply 18h ago
  • Senior Analyst, Investor Services

    Hamilton Lane Incorporated 4.2company rating

    Scranton, PA jobs

    Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change. Your responsibilities will be to: * Analyze fund financial statements and perform a detailed review of investment activity. * Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation. * Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures. * Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity. * Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements. * Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems. * Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations. * Support department-wide initiatives as assigned; escalate questions and unusual items. * Prepare investment performance materials with a meticulous focus on data accuracy and quality. Your background will include: Must-haves: * College degree (B.A., B.S. or B.B.A.). * 2-4 years working experience * Financial Services and/or private equity experience is a plus * Highly motivated and organized; detail-oriented * Excellent written and verbal communication skills * Ability to manage multiple projects simultaneously and be able to prioritize workload * Day-to-day flexibility for ad hoc projects * Proactively identify challenges and offer solutions * Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Nice to haves: * Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience. * Private Markets Evergreen fund operations experience. Travel: * If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly. Benefits: At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane. Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
    $123k-182k yearly est. Auto-Apply 37d ago
  • Senior Analyst, Investor Relations

    Compass 4.6company rating

    New York, NY jobs

    As the Senior Analyst of Investor Relations you will be an integral part of the Investor Relations team serving as a critical link between the company and the investment community. You will gain exposure to all aspects of the IR function, supporting senior management in clearly articulating the company's overall strategy, financial performance and competitive positioning to investors. You will be part of a group of talented and highly motivated professionals who challenge you to think creatively and constructively. You are entrepreneurial and collaborative, bringing a track record of success across a wide variety of skills including financial modeling, investor communications, strategic thinking and building partnerships. The role will report directly to the Head of Investor relations. What you will do: * Develop the investor narrative and become the trusted source to analysts and investors * Lead Investor targeting efforts and initial conversations with potential new investors across the capital stack * Assist in the preparation of quarterly earnings materials, including press releases, scripts, Q&A documents, investor presentations and ad hoc financial analysis * Monitor and track stock trading activity, market trends, peer company performance, and analyst estimates * Be an internal voice for shareholders that helps inform company strategy Who you are: * Bachelor's degree in Finance, Economics, Business or a related field with a strong academic record * 3-5 years of experience in buy-side, sell-side research, in-house corporate development, and/or investor relations * CFA strongly preferred * Ability to create sophisticated, Board-level financial models and presentation materials * Effective decision-maker with the ability to think analytically * Strong communication skills, both written and oral * This role is 100% onsite based out of our Union Square HQ Compensation: The base pay range for this position is $90,400-$120,000 annually; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.
    $90.4k-120k yearly Auto-Apply 51d ago
  • Investment Analyst Senior

    Novant Health 4.2company rating

    Charlotte, NC jobs

    What We Offer Novant Health is seeking an Investment Analyst Senior to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e. g. , Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions. The Investment Analyst Sr actively participates in discussions regarding portfolio composition, investment managers, and macroeconomics. Work is collaborative, organized, and requires high attention to detail, working self-directed. The Investment Analyst Sr continues to learn about public markets and risk modeling Candidates must have 4 years of Investment experience in Public Markets This position is on-site in Charlotte, NC What We're Looking For Education: 4 Year / Bachelors Degree, required. Bachelor's Degree (or internationally comparable degree) in - Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field, required. Graduate Degree, preferred. Master's Degree (or internationally comparable degree) in Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field. Experience: Minimum 4 years of relevant experience in public markets at endowment, foundation, pension, fund-of-funds, or asset management firm, required. Licensure/Certification: Chartered Financial Analyst (CFA): possess or actively be in the process of earning CFA designation, required. Additional Skills (required): High attention to detail, solid communication and presentation skills Firm understanding of financial markets and portfolio management with a strong desire to learn Knowledge in statistical modeling, analytics, and programming (Python) Advanced knowledge of FactSet, Bloomberg, custodian systems, etc. Proficiency in Excel, PowerPoint, Word, etc. Additional Skills (preferred): Willingness to take the CFA certification strongly preferred Why Choose Novant Health? At Novant Health, we believe remarkable care starts with compassion for our patients, our communities, and each other. We value belonging, courage, personal growth, and teamwork, creating a space where everyone is respected, supported, and safe to show up as their full selves. Job Opening ID 125851
    $61k-90k yearly est. Auto-Apply 20d ago

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