Senior Portfolio Manager jobs at US Foods - 825 jobs
Workout Portfolio Manager
JCW Group 3.7
New Jersey jobs
A local bank in New Jersey is seeking an experienced Workout PortfolioManager to join their team. In this role, you will support the Asset Recovery Department by analyzing problem credits, assessing financial information, and recommending strategies to maximize recovery efforts. You will collaborate closely with Asset Managers to restructure non-performing or impaired loans, while ensuring compliance with policies, procedures, and regulations. This is a dynamic opportunity to contribute to minimizing loan losses and supporting the overall financial stability of the bank.
Responsibilities:
Support Asset Managers in developing strategies for restructuring problem and non-performing loans.
Gather and analyze borrower and guarantor financial information to recommend effective workout solutions.
Conduct quarterly and semi-annual loan reviews, including status updates, risk rating adjustments, and workout strategy recommendations.
Qualifications:
3+ years of experience in commercial loan portfoliomanagement, lending, or credit analysis/underwriting.
Strong financial analysis skills with high accuracy and attention to detail.
Excellent communication, problem-solving, and organizational skills.
$114k-183k yearly est. 5d ago
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Tax Experienced Manager, ASC740
ACM LLP 4.5
San Francisco, CA jobs
The Core Tax Services (“CTS”) Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Experienced Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy
Job Duties
Tax Compliance
Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates with client and Assurance any issues identified in tax accrual reviews
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes
Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis
Involves firm specialists, as appropriate
ASC 740 (fka FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM
Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates
Reviews tax provisions- applies in depth knowledge of ASC 740
Reviews prepared workpapers
Utilizes and manages Specialized Tax Services (“STS”), as needed
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Considers the applicability of CTS and STS consulting specialties for each client
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
Serves as a technical resource
Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”),
Provides effective assistance with exam support
Frames projects and issues for effective delegation to seniors and associates
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
May train and mentor managers/ seniors/ associates on ASC 740
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740
Other duties as required
Supervisory Responsibilities
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities Education
Bachelors degree in Accounting or Taxation, required
Masters degree in Accounting or Taxation, preferred
Experience
Six (6) or more years of prior experience, required
Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required
Prior supervisory experience, required
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“CE”) (or the equivalent of one of these designations), required
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred
Other Knowledge, Skills & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Able to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $115,000 - $165,000
Colorado Range: $100,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $170,000 - $185,000
Washington Range: $100,000 - $145,000
Washington DC Range: $140,000 - $162,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US
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$170k-185k yearly 4d ago
Finance Manager
The Bolton Group 4.7
San Antonio, TX jobs
The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location.
The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Experience from a large public accounting firm or home building industry is required.
The schedule is full time onsite with flexibility.
Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered
Qualifications:
Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required
Minimum 2 years public accounting or homebuilding accounting/finance
Strong ability to Ability to create reports & dashboards to analyze trends and information.
Proficiency in Power BI
Strong data analysis skills and experience
If you are interested, please reach out to Thun Lennert at ************************
$100k-130k yearly 5d ago
Senior Tax Manager - Private Client Services
Andersen Tax 4.4
Los Angeles, CA jobs
Application Notice
We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future.
The Firm
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!
The Role
SeniorManagers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
SeniorManagers can expect to:
Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
Conduct primary and secondary review of complex tax returns - including federal and state filings;
Draft technical tax memoranda;
Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and
Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
The Requirements
6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
Bachelor's and/or advanced degree - Accounting, Finance, Economics or related degree (Preferred).
Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
Proficient use of technology.
Compensation and Benefits
Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines. For individuals hired to work in Los Angeles, the expected salary range for this role is $165,000 to $236,900; the actual salary offer can vary based upon employee qualifications.
Benefits: Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm's 401(k) plan upon hire. We offer paid time off, beginning at 160 hours annually and provides twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit **************************************
Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.
Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).
Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
#LI-AB1
$72k-100k yearly est. 2d ago
Senior Tax Manager - Global Tax & Compliance Lead
Ouster 4.3
San Francisco, CA jobs
A growing technology company in San Francisco is seeking a Senior Tax Manager to lead all tax functions, including compliance and planning, with a focus on global operations. The ideal candidate has 7-10 years of experience in US and international tax, along with a strong technical background. This dynamic role offers competitive pay, equity options, and an excellent benefits package, making it an ideal workplace for motivated professionals.
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$81k-116k yearly est. 4d ago
Tax Senior Manager, ASC740
ACM LLP 4.5
Miami, FL jobs
The Core Tax Services ("CTS") SeniorManager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services SeniorManager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services SeniorManager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates with client and Assurance any issues identified in tax accrual reviews
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes
Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis
Involves firm specialists, as appropriate
ASC 740 (fka FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM
Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates
Reviews tax provisions- applies in depth knowledge of ASC 740
Reviews prepared workpapers
Utilizes and manages Specialized Tax Services ("STS"), as needed
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Considers the applicability of CTS and STS consulting specialties for each client
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
Serves as a technical resource
Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA",
Provides effective assistance with exam support
Frames projects and issues for effective delegation to seniors and associates
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
May train and mentor managers/ seniors/associates on ASC 740
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740
Other duties as required
Supervisory Responsibilities
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities Education
Bachelors degree in Accounting or Taxation, required
Masters degree in Accounting or Taxation, preferred
Experience
Eight (8) or more years of prior experience, required
Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required
Prior supervisory experience, required
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred
Language
N/A
Other Knowledge, Skills & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Able to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Colorado Range: $120,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
NYC/Long Island/Westchester Range: $190,000 - $225,000
Washington Range: $150,000 - $190,000
Washington DC Range: $162,000 - $190,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 100 SE 2nd St., Miami, FL, 33131, US 515 E Las Olas Blvd, Fort Lauderdale, FL, 33301, US
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$65k-86k yearly est. 5d ago
Senior Tax Manager ASC 740 - Client Strategy Lead
ACM LLP 4.5
Miami, FL jobs
A leading tax service firm located in Miami is seeking a SeniorManager for Core Tax Services with expertise in ASC740. This role is pivotal in advising clients on tax implications while managing their compliance with regulatory requirements. The ideal candidate will have over eight years of experience in tax consulting and compliance, along with the ability to excel in client relationship management. A CPA certification is required, and the firm offers competitive remuneration alongside a supportive work environment.
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$65k-86k yearly est. 5d ago
Equity L/S Portfolio Manager - New York
Caxton Associates 4.5
New York, NY jobs
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments with a focus on alpha generation for our clients.
Requirements
The Role:
Caxton Associates is seeking experienced PortfolioManagers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation and overseeing rigorous risk management across all active positions.
In our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. Professionals who can extract key insights from their investment universe to inform and shape the broader team's perspective and leverage this collective knowledge to generate alpha within their mandate will find this is the perfect platform for their talents.
Key Responsibilities:
Independently manage a significant capital allocation by creating, executing, and monitoring an Equity Long/Short strategy.
Construct portfolios with a focus on maintaining low net delta, balanced factor and industry exposure, and high idiosyncratic risk attribution.
Conduct thorough market and industry research, fundamental business analysis, and business cycle research.
Implement stringent risk management, actively assessing the merits of all positions and investment theses.
Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
Ensure strict compliance with all industry rules, regulations, and internal company policies.
Requirements:
Proven track record in Equity Long/Short, demonstrated by robust investment acumen and a Sharpe Ratio greater than 1.5.
A minimum of 5 years of experience in portfoliomanagement, preferably within a hedge fund.
Proficiency in financial modelling, sector analysis, business structure analysis, and conducting business cycle research.
Demonstrated expertise in the industries and/or regions of focus, as well as risk management techniques for equity portfolios.
Humility and the capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
Unwavering commitment to the highest standards of ethics and integrity.
Exceptional decision-making abilities, capable of performing well under pressure.
Application Instructions:
To apply, please submit your CV, a detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5), and a comprehensive outline of your proposed investment strategy and process. If you're an experienced portfoliomanager with a passion for collaboration and a keen interest in financial markets, we'd love to connect with you.
Benefits
With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
$250k yearly Auto-Apply 60d+ ago
Portfolio Manager - New York
Caxton Associates 4.5
New York, NY jobs
Job Description
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines. Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients.
Requirements
The Role:
Caxton Associates is seeking experienced PortfolioManagers across a range of strategies; including but not limited to:
Discretionary Macro
Emerging Markets Macro
Equity Long/Short
Event-Driven
Fixed Income Relative Value
Medium-Frequency Systematic
Commodities
In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment. Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. We seek out professionals who can generate unique insights within their investment universe, contribute to the firm's broader strategic outlook, and leverage collective knowledge to generate alpha.
Key Responsibilities:
Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy.
Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views.
Implement robust risk management, continuously assessing the merits of all positions and investment theses.
Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
Ensure strict compliance with all industry regulations and internal risk controls.
Requirements:
Proven track record in portfoliomanagement, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5.
A minimum of 5 years of experience managing capital preferably within a hedge fund.
The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
Unwavering commitment to the highest standards of ethics and integrity.
Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions.
Application Instructions:
To apply, please submit:
Your CV.
A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5).
A comprehensive outline of your proposed investment strategy and process.
If you're an experienced portfoliomanager passionate about collaboration and financial markets, we'd love to connect with you.
Benefits
With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
$250k yearly 16d ago
Portfolio Manager - New York
Caxton Associates 4.5
New York, NY jobs
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines. Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients.
Requirements
The Role:
Caxton Associates is seeking experienced PortfolioManagers across a range of strategies; including but not limited to:
Discretionary Macro
Emerging Markets Macro
Equity Long/Short
Event-Driven
Fixed Income Relative Value
Medium-Frequency Systematic
Commodities
In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment. Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. We seek out professionals who can generate unique insights within their investment universe, contribute to the firm's broader strategic outlook, and leverage collective knowledge to generate alpha.
Key Responsibilities:
Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy.
Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views.
Implement robust risk management, continuously assessing the merits of all positions and investment theses.
Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
Ensure strict compliance with all industry regulations and internal risk controls.
Requirements:
Proven track record in portfoliomanagement, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5.
A minimum of 5 years of experience managing capital preferably within a hedge fund.
The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
Unwavering commitment to the highest standards of ethics and integrity.
Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions.
Application Instructions:
To apply, please submit:
Your CV.
A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5).
A comprehensive outline of your proposed investment strategy and process.
If you're an experienced portfoliomanager passionate about collaboration and financial markets, we'd love to connect with you.
Benefits
With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
$250k yearly Auto-Apply 60d+ ago
Associate Portfolio Manager Program - NY
Caxton Associates 4.5
New York, NY jobs
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates' primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments.
Requirements
At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate PortfolioManager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.
The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a seniorPortfolioManager position within Caxton. Over a quarter of our current PortfolioManagers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success.
We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution.
If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application.
We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton.
Benefits
For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.
$175k yearly Auto-Apply 60d+ ago
Associate Portfolio Manager Program - NY
Caxton Associates 4.5
New York, NY jobs
Job Description
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates' primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments.
Requirements
At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate PortfolioManager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.
The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a seniorPortfolioManager position within Caxton. Over a quarter of our current PortfolioManagers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success.
We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution.
If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application.
We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton.
Benefits
For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.
$175k yearly 4d ago
Portfolio Manager - PMO & Data Intelligence
Kohler 4.5
Kohler, WI jobs
Work Mode: Onsite Opportunity As a PortfolioManager - PMO/Data Intelligence, you will play a pivotal role in strategic alignment, prioritization, and execution of Kohler's capital project portfolio. This position ensures projects deliver maximum business value, adhere to governance standards, and maintain transparency through accurate reporting. You will collaborate across Business Units, Operations Engineering, Finance, and IT to optimize resources, manage risk, and drive continuous improvement in PMO processes.
Core Responsibilities
Portfolio Strategy & Planning
* Define and maintain portfolio scope, objectives, and success criteria aligned with Kohler's enterprise strategy.
* Establish and guide the control total for capital planning; consolidate demand across portfolios.
* Lead prioritization frameworks to select projects based on business value, risk, and strategic fit.
* Ensure accurate project entry and maintenance in portfolio systems (Planview).
* Facilitate portfolio leveling to confirm financial resources are available for execution.
Governance, Execution & Reporting
* Proactively manage the portfolio to align control total with the spend plan.
* Conduct regular portfolio reviews with stakeholders to assess performance and reprioritize as needed.
* Establish and track KPIs for cost, schedule, benefits realization, and risk management.
* Collaborate with project leaders to identify risks, develop recovery plans, and escalate issues when necessary.
* Recommend adjustments to project timing to maintain annual capital targets.
* Prepare consolidated executive dashboards and reports highlighting portfolio health and progress.
Resource & Financial Management
* Allocate and optimize resources across the portfolio to balance demand and capacity.
* Partner with Operations Engineering to understand resource availability and skillsets.
* Lead/support capital planning and budgeting, including multi-year forecasts and monthly variance management.
* Collaborate with Finance on cost analysis, economic justification, and performance tracking.
Stakeholder Engagement & Leadership
* Serve as the primary liaison between Business Units, Operations Engineering, Finance, IT, and executive stakeholders.
* Drive governance processes, project approvals, and vendor evaluations.
* Contribute to PMO standards, tools, and templates; ensure adoption across project managers.
* Share best practices and foster continuous improvement in PMO maturity and delivery outcomes.
Skills/Requirements
* Education: Bachelor's degree in Project Management, Engineering, Accounting, Business, or related field; MBA preferred.
* Certifications: PMP, PgMP, MoP, PRINCE2, or Agile certifications strongly preferred.
* Experience: 5+ years in portfolio, program, or project management within a PMO environment preferred.
* Technical Expertise: Proficiency with Planview, MS Project, SAP; familiarity with JIRA or Clarity is a plus.
* Leadership & Communication: Strong analytical skills, executive reporting capabilities, and proven ability to lead cross-functional teams.
* Business Acumen: Experience in financial planning, cost control, risk management, and benefits tracking.
* Travel: Up to 10%, including international.
Applicants must be authorized to work in the US without requiring sponsorship now or in the future.
We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $115,800 - $179,200. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location.
Why Choose Kohler?
We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.
About Us
It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.
$115.8k-179.2k yearly 40d ago
Senior Investment & Treasury Analyst
UL Standards & Engagement 4.2
Evanston, IL jobs
At UL Research Institutes and UL Standards & Engagement, we know why we come to work.
We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization's investment portfolio, including asset allocation and performance reporting for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role will support treasury and investment operations, as well as tax-related analysis within the Treasury office. The Senior Investment & Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting.
This is a hybrid role.
UL Research Institutes and UL Standards & Engagement
At UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE), we expand the boundaries of safety science to create a more secure and sustainable world. For more than a century, we have studied the unintended consequences of innovation, designed solutions to mitigate risk, created new safety standards and shared our findings with academia, scientists, manufacturers, and policymakers across industries. We identify critical safety and sustainability issues, asking the tough questions because we believe a safer world begins with knowledge.
What you'll learn and achieve:
As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of UL as you:
Coordinate outsourced investment portfolio meetings and prepare related reporting materials.
Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance.
Monitor and evaluate existing investments to support ongoing portfolio decisions.
Supporting an on-going Investment operations
Support annual audit related work for investment and treasury matters
Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses.
Support banking operations, including account administration, wire transfer payments, and credit card program administration
Assist in developing cash flow forecasts and supporting day-to-day cash management activities
Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720.
Support tax function on-going compliance initiatives
Coordinate across Finance, accounting, and legal to meet shared goals and objectives.
Contribute to other treasury department specific and cross-functional initiatives.
What you'll experience working at UL Research Institutes and UL Standards & Engagement: For the organizations across the UL enterprise, corporate and social responsibility isn't new. We have pursued our mission of working for a safer, more secure, and sustainable world for nearly 130 years, embedding conscientious stewardship into everything we do.
People: Our people make us special. You'll work with a diverse team of experts respected for their independence and transparency and build a network, because our approach is collaborative. We collaborate across disciplines, organizations, and geographies to build the global scientific response that today's global challenges require.
Interesting work: Every day is different for us here. We see what's on the horizon and use our expertise to build the foundations of a safer future. You'll have the opportunity to push the boundaries of human understanding as part of a team working to advance the public good.
Grow and achieve: We learn, work, and grow together through targeted development, reward, and recognition programs.
Values. Four core values guide our work: collaboration, respect, integrity, and beneficence. By living our values, we inspire the trust essential to fulfilling our mission and foster the partnerships that enable us to pursue a beneficent future in which we all can thrive.
Total Rewards: All employees at UL Research Institutes and UL Standards & Engagement are eligible for bonus compensation. We offer comprehensive medical, dental, vision, and life insurance plans and a generous 401k matching structure of up to 5% of eligible pay. Moreover, we invest an additional 4% into your retirement saving fund after your first year of continuous employment. Depending on your role, you may be able to discuss flexible working arrangements with your manager. We also provide employees with paid time off, including vacation, holiday, sick, and volunteer days.
What makes you a great fit:
While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes:
Knowledge of investment portfoliomanagement and treasury operations acquired through relevant and increasingly complex work experience.
Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting.
Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate complex information into recommendations that guide leadership decision-making.
Strong verbal and written communication skills, with the ability to tailor delivery based on audience and context.
Strong interpersonal and relationship-building skills, with the ability to collaborate across all levels of the organization.
Superior quantitative and analytical capabilities, including advanced Excel and PowerPoint proficiency; experience with financial systems.
Professional education and experience requirements for the role include:
Bachelor's degree in accounting, finance, or equivalent.
Professional qualification such as CPA, CMA or CA, preferred.
Minimum five years direct work experience in various treasury functions.
About UL Research Institutes and UL Standards & Engagement
UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being.
Our affiliate, UL Solutions, stands alongside us in working for a safer and more sustainable world. UL Solutions conducts testing, verification and certification, and provides training and advisory services, along with data-driven reporting and decision-making tools, for customers around the world.
Learn more about us and the offered benefits, visit our websites at UL.org and ULSE.org.
Salary Range:
$81,456.37-$112,002.51
Pay type:
Salary
$81.5k-112k yearly Auto-Apply 15d ago
Portfolio Manager-Vancouver and Oregon
Riverview 4.5
Vancouver, WA jobs
You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.
SUMMARY
This position is responsible primarily for analysis, monitoring and preparation of credit memorandums, criticized/classified loan memos and annual loan reviews for loan officers. Position is a support function to assist loan officers move loan requests through the approval process.
ESSENTIAL DUTIES
Works with existing clients and prospects as required to receive information as needed.
Ensures that the financial analysis prepared by the Analyst Team is accurate.
Analyzes financial spreads to determine if the loan requests meet Bank credit policy.
Prepares credit memorandums, criticized/classified loan memos, and annual loan reviews in Credit Quest software program for lenders.
Works with the Team Assistant to collect all necessary documents needed by the loan documentation team.
Requests preliminary title reports, environmental reports and appraisals as directed by the loan officer.
Analyzes borrowing base reports prepared by client and notifies loan officer of any discrepancies.
Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Annual Loan Review Report; Delinquency Report and Maturing Loan Report.
Understands and observes laws and regulations that relate to commercial lending.
Additional duties and responsibilities. Other duties as may be assigned:
Projects professionalism in both appearance and attitude when dealing with customers.
Coordinates, when necessary, with other departments.
Participates in and completes all required training modules with passing scores.
Follows all state and federal laws, and all Riverview policies and procedures.
RELATIONSHIPS
Maintain strong working relationship with Commercial Loan Team Leader and peers in the lending area as well as other support areas.
Maintains contact with clients to ensure that service levels are appropriate.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree in a business, finance or related field is preferred, 2 or more years of commercial lending support experience, strong analytical skills, excellent communication skills, and knowledge of bank services, or equivalent combination of education and experience.
SKILLS
Ability to communicate with lenders and build strong working relationships.
Ability to read, analyze and interpret business and personal financial statements and tax returns.
Ability to understand bank lending policy and governmental regulations.
Ability to prepare concise credit memorandums, annual loan reviews and criticized/classified loan memos that define the risk and financial condition of the borrower or prospect.
Accurately analyze asset-based lending borrowing bases.
Ability to effectively identify concerns or changes in financial position of borrowers and communicate to lending officer.
Ability to work with mathematical and financial concepts such as global cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes.
Ability to resolve with some assistance day-to-day problems and deal with a variety of issues that may arise in working with borrowers.
Ability, with some assistance, to develop loan structure that protects the bank.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Basic skills associated with the general use of computers and business office equipment including developing a good working knowledge of the Credit Quest lending system.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms in accessing and working with files. The employee is occasionally required to stand, walk, and stoop, kneel, crouch, or crawl. The employee may be asked to move files, boxes, or small pieces of furniture and must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision in working with written forms and computers.
WORK ENVIRONMENT
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment indoors. The noise level in the work environment is usually moderate.
COMMENTS
In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the employee's responsibility to continually strive to maximize personal growth.
The salary for this role will be between $64,833 and $106,019. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. May be eligible for healthcare benefits, 401K plan, ESOP, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.
$64.8k-106k yearly 60d+ ago
Commercial Banking - Healthcare Mid-Corporate Lead Portfolio Manager (Vice President)
W.F. Young 3.5
Charlotte, NC jobs
About this role:
As a Vice President/Lead on the Specialized Industries Healthcare team, you will lead / support the underwriting and portfoliomanagement of credit facilities for healthcare companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo's credit commitments to healthcare companies in coordination with Overland Advantage.
In this role, you will:
Underwrite new transactions as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants.
Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis.
Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
PortfolioManagement: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale.
Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency.
Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities.
Required Qualifications, US:
5+ years of Mid-Corporate PortfolioManagement or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies.
Advanced proficiency in accounting principles, financial statement analysis, and financial modeling.
Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions.
Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings.
Strong analytical skills, with heightened attention to detail and accuracy
Excellent written and verbal communication skills.
Ability to work in a fast-paced, deadline-driven environment
Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures.
Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook)
Job Expectations:
Ability to travel up to 10% of the time
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Job Location:
550 S Tryon St., Charlotte, NC
Posting End Date:
30 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$90k-123k yearly est. Auto-Apply 2d ago
Portfolio Analytics Lead
Syngenta Group 4.6
Ames, IA jobs
Syngenta Seeds is one of the world's largest developers and producers of seed for farmers, commercial growers, retailers and small seed companies. Syngenta seeds improve the quality and yields of crops. High-quality seeds ensure better and more productive crops, which is why farmers invest in them. Advanced seeds help mitigate risks such as disease and drought and allow farmers to grow food using less land, less water and fewer inputs.
Syngenta Seeds brings farmers more vigorous, stronger, resistant plants, including innovative hybrid varieties and biotech crops that can thrive even in challenging growing conditions.
Syngenta Seeds is headquartered in the United States.
Job Description
This role is preferably based at Slater, IA, but candidates based in Malta, IL; Stanton, MN; or Ames, IA will also be considered.
At Syngenta, our goal is to build the most collaborative and trustworthy team in agriculture, providing top-quality seeds and innovative crop protection solutions that improve farmers' success. To support this mission, Syngenta is seeking a Portfolio Analytics Lead - Temperate Hub.
The Portfolio Analytics Lead will lead strategic portfolio financial planning and optimization across Seeds R&D for the Temperate Hub (NA & Europe), driving data-driven decision making to maximize R&D investment returns. This role will standardize processes, optimize resource allocation, and ensure efficient delivery of portfolio objectives aligned with R&D and commercial strategy.
Accountabilities:
Lead strategic financial planning and portfolio optimization across Seeds R&D for North America and Europe, ensuring alignment with commercial strategy.
Drive data-driven decision making through advanced portfolio analytics, financial modeling, and performance tracking.
Manage the annual budget process and portfolio definition cycle, including resource allocation and unit cost optimization.
Oversee portfolio reporting and tools management, ensuring data integrity and timely escalation of variances.
Partner with global teams to standardize processes and drive consistent ways of working across regions.
Provide strategic project management oversight and quantitative analysis for executive decision-making.
Qualifications
PLEASE NOTE:
Candidates must already be located in the United States and not require visa sponsorship now or in the future (includes OPT).
Bachelor's degree in Finance, Economics, or related quantitative field; MBA or CFA preferred.
10+ years of experience in financial planning and analysis, preferably in R&D or technology-driven industries.
Experience in the agricultural industry is highly desirable.
Expert-level proficiency in financial modeling, statistical analysis, and data visualization tools (e.g., Excel, R, Python, Tableau).
Strong understanding of business processes and portfoliomanagement principles, ideally in R&D.
Proven track record of implementing data-driven decision-making processes in complex organizations.
Experience with enterprise financial planning systems and database management.
Excellent communication skills, able to translate complex financial concepts to non-financial stakeholders.
Proven ability to successfully deliver critical business objectives, initiatives, and projects.
Project and portfoliomanagement competence to prioritize and deliver objectives in a complex, cross-functional, multi-site, and highly technical environment.
Significant stakeholder management experience is a must.
Proven ability to lead with purpose, clarity, and impact in a complex global matrix organization.
Demonstrated ability to develop and implement fit-for-purpose processes and tools.
Effective time management, with the ability to successfully plan and control activities over a number of months or years.
Additional Information
What We Offer:
A culture that celebrates diversity & inclusion, promotes professional development, and strives for a work-life balance that supports the team members. Offers flexible work options to support your work and personal needs.
Full Benefit Package (Medical, Dental & Vision) that starts your first day.
401k plan with company match, Profit Sharing & Retirement Savings Contribution.
Paid Vacation, Paid Holidays, Maternity and Paternity Leave, Education Assistance, Wellness Programs, Corporate Discounts, among other benefits.
Syngenta has been ranked as a top employer by Science Journal. Learn more about our team and our mission here: *******************************************
Syngenta is an Equal Opportunity Employer and does not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
WL: 4A
#LI-Hybrid
$84k-104k yearly est. 38d ago
Senior Investment Analyst
New York Power Authority 4.0
White Plains, NY jobs
The Senior Investment Analyst within NYPA's Enterprise PortfolioManagement Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and PortfolioManagers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
* Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
* Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
* Support the management of all external relationships.
* Prepare monthly, quarterly and annual investment reports for submission to Seniormanagement and/or various State and Public oversight agencies.
* Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
* Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
* Prepare documentation for all investment-related audit requests conducted internally or externally.
* Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
* Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
* Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
* Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
* Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
* Financial experience with exposure to accounting practices, long range planning, etc., preferred.
* Experience with the development of financial models/tools to convey business impacts.
* Excellent verbal and written communication skills.
* Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
* Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
* Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
* Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
* Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Financial, Investment, Banking, Equity, Bank, Finance
$98k-135k yearly 33d ago
Lead ABL/Factoring Portfolio Manager
W.F. Young 3.5
Day, NY jobs
About this role:
Wells Fargo is seeking a PortfolioManager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.
In this role, you will:
Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
Be a key participant in large-scale planning related to a given product or specialty's business objectives
Serve as a mentor for less experienced individuals
Required Qualifications:
5+ years of secured or specialized lending relationship management or portfoliomanagement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience in Asset Based Lending and Factoring
Microsoft Office: Excel, Word, PowerPoint
Strong understanding of financial statements, collateral analysis, and loan structuring.
Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow.
Excellent interpersonal, communication, and negotiation skills.
Strong understanding of commercial banking products and services.
Ability to analyze client needs and develop tailored financial solutions.
Job Expectations:
Travel: 10% of the time
This position offers a hybrid work schedule
Willingness to work on-site at stated location on the job opening.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
27 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$167k-260k yearly Auto-Apply 2d ago
Portfolio Analytics Lead
Syngenta Seeds 4.6
Slater, IA jobs
Syngenta Seeds is one of the world's largest developers and producers of seed for farmers, commercial growers, retailers and small seed companies. Syngenta seeds improve the quality and yields of crops. High-quality seeds ensure better and more productive crops, which is why farmers invest in them. Advanced seeds help mitigate risks such as disease and drought and allow farmers to grow food using less land, less water and fewer inputs.
Syngenta Seeds brings farmers more vigorous, stronger, resistant plants, including innovative hybrid varieties and biotech crops that can thrive even in challenging growing conditions.
Syngenta Seeds is headquartered in the United States.
Job Description
This role is preferably based at Slater, IA, but candidates based in Malta, IL; Stanton, MN; or Ames, IA will also be considered.
At Syngenta, our goal is to build the most collaborative and trustworthy team in agriculture, providing top-quality seeds and innovative crop protection solutions that improve farmers' success. To support this mission, Syngenta is seeking a Portfolio Analytics Lead - Temperate Hub.
The Portfolio Analytics Lead will lead strategic portfolio financial planning and optimization across Seeds R&D for the Temperate Hub (NA & Europe), driving data-driven decision making to maximize R&D investment returns. This role will standardize processes, optimize resource allocation, and ensure efficient delivery of portfolio objectives aligned with R&D and commercial strategy.
Accountabilities:
Lead strategic financial planning and portfolio optimization across Seeds R&D for North America and Europe, ensuring alignment with commercial strategy.
Drive data-driven decision making through advanced portfolio analytics, financial modeling, and performance tracking.
Manage the annual budget process and portfolio definition cycle, including resource allocation and unit cost optimization.
Oversee portfolio reporting and tools management, ensuring data integrity and timely escalation of variances.
Partner with global teams to standardize processes and drive consistent ways of working across regions.
Provide strategic project management oversight and quantitative analysis for executive decision-making.
Qualifications
PLEASE NOTE:
Candidates must already be located in the United States and not require visa sponsorship now or in the future (includes OPT).
Bachelor's degree in Finance, Economics, or related quantitative field; MBA or CFA preferred.
10+ years of experience in financial planning and analysis, preferably in R&D or technology-driven industries.
Experience in the agricultural industry is highly desirable.
Expert-level proficiency in financial modeling, statistical analysis, and data visualization tools (e.g., Excel, R, Python, Tableau).
Strong understanding of business processes and portfoliomanagement principles, ideally in R&D.
Proven track record of implementing data-driven decision-making processes in complex organizations.
Experience with enterprise financial planning systems and database management.
Excellent communication skills, able to translate complex financial concepts to non-financial stakeholders.
Proven ability to successfully deliver critical business objectives, initiatives, and projects.
Project and portfoliomanagement competence to prioritize and deliver objectives in a complex, cross-functional, multi-site, and highly technical environment.
Significant stakeholder management experience is a must.
Proven ability to lead with purpose, clarity, and impact in a complex global matrix organization.
Demonstrated ability to develop and implement fit-for-purpose processes and tools.
Effective time management, with the ability to successfully plan and control activities over a number of months or years.
Additional Information
What We Offer:
A culture that celebrates diversity & inclusion, promotes professional development, and strives for a work-life balance that supports the team members. Offers flexible work options to support your work and personal needs.
Full Benefit Package (Medical, Dental & Vision) that starts your first day.
401k plan with company match, Profit Sharing & Retirement Savings Contribution.
Paid Vacation, Paid Holidays, Maternity and Paternity Leave, Education Assistance, Wellness Programs, Corporate Discounts, among other benefits.
Syngenta has been ranked as a top employer by Science Journal. Learn more about our team and our mission here: *******************************************
Syngenta is an Equal Opportunity Employer and does not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
WL: 4A
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